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PTO is very possessive. I do not believe there is any way to export anything from it. If you are using Lacerte, notice that there is not even a conversion from PTO to Lacerte. Once they have you, they dislike letting go.
Here is some related discussion. https://accountants-community.intuit.com/questions/1775905-needing-a-list-to-send-to-clients-on-info...
PTO is very possessive. I do not believe there is any way to export anything from it. If you are using Lacerte, notice that there is not even a conversion from PTO to Lacerte. Once they have you, they dislike letting go.
Here is some related discussion. https://accountants-community.intuit.com/questions/1775905-needing-a-list-to-send-to-clients-on-info...
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