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Exporting Client List

NJ77

Level 1

4 years ago

Apr 20, 2022 1:35 PM UTC

Question

Exporting Client List

1 reply
22 views

Is there a way to export only the bolded items (that is, the fields that were completed the prior year) from Lacerte into an Excel, pdf or other type of file? Thank you.

Lacerte Tax

This topic has been closed for replies.

1 reply

qbteachmt

Level 15

4 years ago

Apr 20, 2022 4:46 PM UTC

I googled this for you:

lacerte export client list to excel

And here is a help article:

https://proconnect.intuit.com/community/customer-lists/help/exporting-the-lacerte-client-list-to-a-spreadsheet/00/3667

And there is an SDK and some xml connectivity, if you want that info:

https://developer.intuit.com/app/developer/lacerte-sdk/docs/lacerte-get-started

https://accountants.intuit.com/support/tax/lacerte/pdf/lacerte-bridge-sdk.pdf

https://proconnect.intuit.com/community/permissions/help/lacerte-software-developer-s-kit/00/102313

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