Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

Export client listing from Lacerte to Excel

Level 1

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! 

0 Cheers
1 Reply 1