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Bulk Exporting Organizers from Lacerte
Go to the Clients list to view the list of your clients. From the Tools menu, select Organizer. Select Print Paper Organizer from the left navigation panel. If you get the Intuit Link Welcome screen, click Don't Show this again or Tell me later to ...
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. ...
Xero Export
In the Contacts menu, select the group of contacts you want to export. For example, to export contacts you've created sales invoices and sales credit notes for, click Customers. Click Export. Contacts will download as a CSV file to computer. Find ...
UltraTax Export
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 ...