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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View Lacerte Hot Topics.
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- Export client listing from Lacerte to Excel
Export client listing from Lacerte to Excel
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Jsublette
Level 1
08-24-2020
11:00 AM
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Hi all,
I've recently purchased a new workflow software to help our firm stay more organized. Now I need to enter all my clients into the new workflow software and it turns out the only place that data really lives is in Lacerte (for the most part). Is there an efficient way to export just client names from Lacerte into an excel spreadsheet?
Thanks everyone!
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George4Tacks
Level 15
08-24-2020
11:08 AM
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