Export tax Clients to Quickbooks
You can export data from Lacerte to a CSV file and then cut and paste into Quickbooks pre-fomatted template and have up to date info on all your clients in one spot.
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3 Replies
Michael
Questions asked: 6
Questions answered: 66
Points earned: 66
Questions answered: 66
Points earned: 66
ProAdvisor
Members of the QuickBooks ProAdvisor Program
08/14/08 4:50am PDT
Why not clean up the CSV in Excel and import directly into Quickbooks?
08/14/08 11:41am PDT
Export to CSV file? Please tell me how. I'd like to export information from tax forms generated by Lacerte.
Rob
11/06/09 6:54am PST
You can only import one client at a time directly from Lacerte to Quickbooks.
