Answered: Print database reports to csv for Excel

BelieverBarb316 · ‎11-10-2020

Is there a way to print a database report to Excel? or maybe to a csv file? I have searched in the print options and do not see it. I searched in the Accountants Community for this and didn't find any info either. I want to be able to print and then sort the data different ways. Has anyone found a work around for this?

PhoebeRoberts · ‎11-10-2020

If you select the relevant clients, then go to Client, Export, Export to File, you'll see a list of the things that you can export to Excel.

View solution in original post

PhoebeRoberts · ‎11-10-2020

If you select the relevant clients, then go to Client, Export, Export to File, you'll see a list of the things that you can export to Excel.

qbteachmt · ‎11-10-2020

There is a SDK here:

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

*******************************
Don't yell at us; we're volunteers

George4Tacks · ‎11-11-2020

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

Answers are easy. Questions are hard!

Print database reports to csv for Excel

©1997-2024 Intuit, Inc. All rights reserved.

Intuit, QuickBooks, QB, TurboTax, and Mint are registered trademarks of Intuit, Inc. Terms and conditions, features, support, pricing and service options subject to change without notice.

By accessing and using this page you agree to the Terms and Conditions.