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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. ...
Canopy Tax Export
Click Contacts on the top banner. Click the ellipses (three dots) in the upper-right. Click Export All Contacts. Data Disclaimers: Do not send data files via email. The cleanliness of data uploaded depends on the cleanliness of the source data. If ...
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 ...
Lacerte Export
Go to the Clients list > Tax Type > Choose Entity (go down the list). Select all of the clients by clicking the top name at the list and clicking the shift key + end key. Once all selected, go to the Client tab at the top and click Export > Export to ...