Welcome back! Ask questions, get answers, and join our large community of tax professionals.
- Topics
- Training
- Community
- Product Help
- Industry Discussions
- User Groups
- Discover
- Resources
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
- Intuit Accountants Community
- :
- Lacerte Tax
- :
- Lacerte Tax Discussions
- :
- Input for Custom Filter Export Data
Input for Custom Filter Export Data
Options
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
FirmTHPK
Level 1
09-24-2020
03:47 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
When you export client data, the list of available data fields to export includes "Custom Filter" under the Miscellaneous heading. Where is the input for this custom filter data? What information is exported when using this data field? Is it just the name of a custom filter, or the name of a group within a custom filter?
Labels
This discussion has been locked.
No new contributions can be made. You may start a new discussion
here
1 Comment 1
George4Tacks
Level 15
09-24-2020
06:21 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Screen 1, right above Firm Number. It is a holdover from long ago and not really promoted or used by Lacerte. You carefully select a few key words to put in there to help sort, but be careful - friend is not the same as friends. Whatever you put in there is exported. It has nothing to do with Filters and Groups used in making sorts in the main screen.
Here's wishing you many Happy Returns
