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Exporting Client List
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NJ77
Level 1
04-20-2022
08:35 AM
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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.
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qbteachmt
Level 15
04-20-2022
11:46 AM
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I googled this for you:
lacerte export client list to excel
And here is a help article:
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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