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How do export my client list from LaCerte?

April 26, 2017client export Lacerte list

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How do export my client list from LaCerte?

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1- Open LaCerte 2- Click on Clients, Group Select, Select All 3- Clients, Export 4- Change the Export Type to Comma Delimited 5- Change the Filename to reflect the type of client you are exporting. 6- Move the fields that you want to export from the left column to the right column 7- Click on Export You will need to go through this process for each type of client. You will receive two files for each type of client. Please send both files to Technical Support for conversion.