Data Export Instructions
Setup & Data Guide
Setup Items We have 2 EASY steps to export and send your client data to us! Data Export: Step 1 Select your current client contact data software from the list below. From there, you will be guided through exporting your client contact data into an ...
Intuit ProSeries Export
Make sure you are on the HomeBase client view, not in a client. Click HomeBase at the top of the program window. Click Export Contacts. Click OK. Exported HomeBase Views and CSV file Details: ProSeries Basic Edition 2015 and prior do not support ...
Karbon Export
If you have Admin Permissions, client data can be exported from Contacts by selecting the cloud icon and the data you would like to download. A spreadsheet will then be saved to your device. If you see duplicate individuals, this may be due to that ...
CCH DataScan Plus Export
For Individual Type: Go to Dashboard Go to DataScan Create New Report Name Report Based on Return Type (e.g., Individual, Partnership, etc.) Search Type: Management Source: Profile Grab all necessary fields. Choose Criteria by: Source: Government Tax ...
Office Tools Workspace Export
Click Contacts in top tab. Select Import/Export Contacts. Select Excel Import/Export. Select Export to Excel Spreadsheet. In Common Info select Company Name, First Name, Last Name, Email Address, Address1, Address 2, City, State, Zip, and Account ...
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 ...
QuickBooks Desktop Export
Open the Customer Center. From the taskbar, click the Excel dropdown and choose: Export Customer List. In the export window, choose Create New Worksheet. Click Export. QuickBooks will open excel. Data Disclaimers: Do not send data files via email. ...
QBO (QuickBooks Online) Export
1. Click Reports. 2. Scroll down and select Customer Contact List. 3.Click the gear icon on the right-hand side. 4. Select the following columns: Customer Phone Numbers Email Full Name Billing Address Phone Company Name Billing Street Billing City ...
Practice CS Export
Step 1: Preparing for Export Before exporting from Practice CS, please ensure the following: Practice CS is up to date. Find the latest version here: cs.thomsonreuters.com (may require IT help to install). Entity Types are assigned. Learn how to mass ...
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 ...
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 ...
Drake Export
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. ...
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 ...
Jetpack Export
1. From the Clients Tab. 2. Click Export Clients button. 3. An Excel sheet will be downloaded with all clients and data. Data Disclaimers: Do not send data files via email. The cleanliness of data uploaded depends on the cleanliness of the source ...
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. ...