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J
JRCF
Level 2
December 21, 2020
Question

create Excel report from Database Report in Lacerte

  • December 21, 2020
  • 2 replies
  • 18 views
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2 replies

George4Tacks
George4Tacks
Level 15
December 22, 2020

The only way I see to do it would be to print to pdf. Use Acrobat, or a similar program to convert to .csv file to then import to Excel. I do not see any direct root to do this. 

Have you tried Client > Export to File > you can then select various items in the return to save to a file that can go to Excel. https://proconnect.intuit.com/community/customer-lists/help/exporting-the-lacerte-client-list-to-a-spreadsheet/00/3667

Answers are easy. Questions are hard!
qbteachmt
qbteachmt
Level 15
December 22, 2020

You can access the database through the SDK:

https://proconnect.intuit.com/community/lacerte-sdk-group/table-of-codes/gpm-p/969#M105

 

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