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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.
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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- Exporting Client List
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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