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J
Jsublette
Level 1
August 24, 2020
Question

Export client listing from Lacerte to Excel

  • August 24, 2020
  • 1 reply
  • 6 views

Hi all,

I've recently purchased a new workflow software to help our firm stay more organized. Now I need to enter all my clients into the new workflow software and it turns out the only place that data really lives is in Lacerte (for the most part). Is there an efficient way to export just client names from Lacerte into an excel spreadsheet? 

Thanks everyone! 

    This topic has been closed for replies.

    1 reply

    George4Tacks
    George4Tacks
    Level 15
    August 24, 2020

    https://proconnect.intuit.com/community/customer-lists/help/exporting-the-lacerte-client-list-to-a-spreadsheet/00/3667

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