BelieverBarb316

Level 3

Solved

Print database reports to csv for Excel

Forum|Forum|5 years ago
November 10, 2020
3 replies
38 views

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?

Lacerte Tax

This topic has been closed for replies.

Best answer by PhoebeRoberts

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.

Intuit Community Champion

Answer

Intuit Community Champion

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.

Level 15

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

Level 15

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

Answers are easy. Questions are hard!