Solved: Re: Print database reports to csv for Excel

BelieverBarb316 · ‎11-10-2020

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?

PhoebeRoberts · ‎11-10-2020

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.

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PhoebeRoberts · ‎11-10-2020

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.

qbteachmt · ‎11-10-2020

There is a SDK here:

https://developer.intuit.com/app/developer/lacerte-sdk/docs/lacerte-get-started

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George4Tacks · ‎11-11-2020

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

Here's wishing you many Happy Returns

Print database reports to csv for Excel

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