Gmail Export Instructions
Open Gmail Contacts. Select Google apps, then choose Contacts. In the left panel, select More to display additional options. Select Export. To export an entire address book, select Contacts. Select the drop-down arrow to choose a Google Contacts ...
Outlook Export: 2013 & 2016, 2010, Office 365
Outlook 2013 & Outlook 2016 Open Outlook and click File. Click Open & Export > Import/Export. Select "Export to a file". Click Next. Select "Comma Separated Values". Click Next. Select Contacts option under Personal Folders. Click Next. ...
Click Utilities and select Client Listing Reports. Set report type to Client Contact. Check the box Include all contact phone numbers (export only). Click Continue. Under Focus, check boxes for 1040, 1120, 1165, 1041, Other. Click Select All. Click ...
How to Send Multiple Tax Returns to One Contact
Upload the files to the Contact's file section: Click Contacts Search for the specific Contact Click on the Contact Click on the Files tab Click + Upload Drag & drop the files to the upload box Choose a year Choose Tax as the tag Click Upload Now ...
Note: Drake exports in all caps. If you want to retain all caps, please let us know, otherwise, we will convert to proper case. Please know names such as "MCDONALD" will convert to "Mcdonald". 1. Go to Reports at the top of Drake > Report Manager 2. ...