This discussion has been locked. No new contributions can be made. You may start a new discussion here
The only way I see to do it would be to print to pdf. Use Acrobat, or a similar program to convert to .csv file to then import to Excel. I do not see any direct root to do this.
Have you tried Client > Export to File > you can then select various items in the return to save to a file that can go to Excel. https://proconnect.intuit.com/community/customer-lists/help/exporting-the-lacerte-client-list-to-a-s...
You can access the database through the SDK: