create Excel report from Database Report in Lacerte

JRCF · ‎12-21-2020

George4Tacks · ‎12-22-2020

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-s...

Here's wishing you many Happy Returns

qbteachmt · ‎12-22-2020

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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create Excel report from Database Report in Lacerte

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