Hi there!
So, you've decided to join us at Jetpack and you're struggling to get your clients out of a software you're currently using and into Jetpack. This article is here to help!
First and foremost - the aim of this article is to give you step by step instructions on how to export your clients into spreadsheet file with the extension .csv, .xls or .xlsx. Once you have that file, you can upload your clients into Jetpack.
Feel free to skip ahead to your software! (You can hit Control+F, if you're using a PC, or Command+F, if you're using a Mac, on your keyboard to find a word or words on a page.)
Aero
Link to article: https://aeroworkflow.zendesk.com/hc/en-us/articles/115002147773-Report-Contact-List
In Aero, you want to create a "Report: Contact List."
Click the Manage tab
Click the Reports option from the drop down
Click the Contacts subtab
Run the Report
Click Customize in the top right of your screen
And click Report to CSV
CCH Axcess
Link to article: https://support.cch.com/kb/solution.aspx/How-do-I-export-a-client-list-from-CCH-Axcess-to-Microsoft-Excel
Open Return Manager.
In the Quick Search criteria, set filters to All.
Click Go.
Press Control + A to select all client IDs.
Click the Home tab.
Click Export Grid.
Select where you want to save the file.
Enter a file name and click Save.
CCH Workflow
Link to article: http://www.help.cch.co.uk/006_CCH_Corporation_Tax_2016.2/020_Client_Management_-_Topic_010/Travelling_and_import_and_export/002_Exporting_Clients
IMPORTANT:: CCH just gave you an XML file type, I don't know why they did this - it's an odd program and an odd file type. But you should be able to upload that file into Excel and then save it as an .csv, .xls or .xlsx file type.
Click File > CT Import/Export > Export.
In the Select client(s) to export window, search for the client by:
Name: Enter the company name in the Name box or click the Name column header to sort the list alphabetically.
Client Code: Enter the client code in Code or click the Client Code column header to order by number or alphabetically.
Use the vertical scroll bar to scroll up and down the list.
Group: Enter the name of the Group(s) to filter the list of clients to groups only.
Choose the Client(s) by selecting the check box to the left of each individual Client Code, and then click Next at the right of the bottom menu bar.
To choose All Clients, select the check box to the left of the Client Code column header on the top menu bar.
In the Select export file window, select where you want to save the file to by clicking on either (Click here to select an export file) or (Browse). A new Save As window opens.
Add the File name of your choice and where you want to save the file. The format of the file is selected automatically.
Click Save. The Save As window closes.
In the Select export file window, click Next in the bottom menu bar. The export begins and the window displays the word 'exporting'. Once the export is finished this updates to 'export complete'. The window shows where the case has been exported to and if the export was successful.
Click Finish in the bottom menu bar.The exported data file will be available as an .xml file at the target location you specified.
Drake
Link to article: http://kb.drakesoftware.com/Site/Browse/Reports-Generate-a-List-of-All-Clients-eFiled-for-the-Year
To create the report in Drake using the report manager:
Go to Reports > Report Manager and select EF/Bank Reports > EF Summary > EF client List
Click View Report. The Basic Search Conditions dialog box appears. You can modify the option selection to limit the scope of the report. For example, you can limit the report to Accepted Returns.
The report is displayed and can be printed or exported to an Excel-readable file. It includes all clients e-filed up to the date you run the report.
IMPORTANT:: You can also 1) modify the report (click Edit Report) to change any of the report columns or add additional filters. If you modify filters, copy the existing filter first and modify the copy. This avoids changing other reports that rely on the filter. 2) create your own custom report by selecting the New Report button in the Report Manager. For reports dealing with e-filing, be sure to select E‐filing and Banking in the Specify Report Type dialog box.
Lacerte
Link to article: https://accountants-community.intuit.com/articles/1857655-exporting-the-lacerte-client-list-to-a-spreadsheet
IMPORTANT: When naming the export file it uses windows file naming structure. The file names cannot include \ / ? * : < > " or | characters since windows will not recognize them as part of a file name causing Lacerte to produce an error. Note that if a period is included in the name it will not change the file extension.
Click on the Clients tab (to view the list of your clients).
Highlight the client(s) to export.
Click on Client.
Click on Export.
Select Export to file.
Click on Browse to select a different directory or leave the default directory (C:\LACERTE\??TAX\IDATA\EXPORT). (??=Tax Year)
Enter a file name or leave the default file name (EXPORT) .
Select the Export Type as Comma Delimited.
Check the box, Print Summary File to create and print summary information about the exported file.
Click on the plus sign (+) next to the category under the Available section.
Click on the items you would like to export.
Double click on the item or click on the (>) button to move the item to the Display section.To remove an item from the Display section, highlight it and click (<).To change the order the program writes the items to the file, select an item in the Display section, and click the up or down button to arrange it in the list.
Click on OK to create the file.
Click on Exit to close the Export Client window after the file is created.
Browse to the directory where the file was saved to (Default is C:\LACERTE\??TAX\IDATA\EXPORT ??=Tax Year)
Double-click on the *.csv file to view the exported information in your default spreadsheet program. In this case, the name of the file is Export.csv.
IMPORTANT:: Detailed information such as the name of payer for interest, dividends, or the description of property, date acquired and sold for dispositions, etc. are not available for export. Only the total interest, dividend, and capital gain are in the available export fields.
OfficeTools
Link to article: https://www.officetools.com/wp-content/uploads/2013/07/ExcelIntegrationUserGuide.pdf
To access the export feature of the Excel Import tool, go to Contacts>Import/Export Contacts>Excel Importer>Export.
Contacts can be exported from Practice Management to .csv or .xml files. Check the boxes of the fields you want included in the file. You can filter the contacts info to be exported by Contact Type and Entity Type. Designate the Save Path at the top of the window to determine where the export file will be saved.
Export for BizActions: this option produces a file tailored to BizActions’ import requirements
ProSeries
Link to article: https://accountants-community.intuit.com/articles/1859856-exporting-proseries-homebase-view-or-client-contact-information-to-a-csv-file
IMPORTANT:: You can view Intuit ProConnect ProSeries Professional Edition or Intuit ProConnect ProSeries Basic Edition homebase views with client contact information in a spreadsheet by exporting the information to a Comma Separated Value (CSV) file.
To export client contact information to a CSV file:
Make sure you are on the HomeBase client view, not in a client.
Click the HomeBase menu button at the top of the program window.
Select Export Contacts.
When the message "Contacts have been exported to the file C:ProWinYYCommonExportsContacts.CSV." appears, click OK. (YY is the tax year. For example, "ProWin16" would be for 2016 ProSeries.)
Minimize ProSeries and browse to C:ProWinYYCommonExports using Windows File Explorer.
In the Exports folder you will see a Contacts CSV file.
IMPORTANT:: Exported HomeBase Views and CSV file Details: 1) ProSeries Basic Edition 2015 and prior do not support exporting of HomeBase views or client data. 2) Prior to ProSeries 2011, it was not a supported function to export customized HomeBase views from any ProSeries edition. 3) When ProSeries creates the CSV file, it includes the contact information for all the clients that are included in the HomeBase view. 4) The CSV file does not include any tax return data. 5) The Street Address column is not included in the default HomeBase view and must be added to a custom HomeBase view in order to be exported (ProSeries Professional Edition Only).
QuickBooks Desktop
Launch QuickBooks.
Click the Manage tab
Click "Customer Center" in the main menu to open the customer list.
Click to display the customers that you want to include the list. You may need to click the "Customers and Jobs" tab at the top of the screen to view all customers.
Click the "View" down-arrow button to display a list of filters. Click to select a filter if you want to export list entries that meet only certain criteria, for example, customers who bought a specific product. Skip this step if you want to export all list entries.
Click the "Excel" down-arrow button in the Customer Center menu bar at the top of the screen. Select "Export Customer List" from the pull-down menu.
Select the "Create a New Worksheet" option in the Export window to create a new Excel worksheet or choose the "Export to a Comma Separated Values (.csv) file" option.
Click the "Export" button to create the list.
TaxAct
Go to the Charles Schwab website
Click the Log In button to log into your account
Click the Accounts tab in the upper left corner
When the Accounts tab is displaying, click the History submenu item
When History is displaying, click the Realized Gain/Loss tab
From within the Realized Gain/Loss tab, select a date range that will show sales that occurred in the appropriate tax year
When the correct tax year sales are showing, click the Export link in the upper right (click OK on any download confirmation screens that appear)
Save the .CSV file to a location on your computer
Import this file into TaxAct
IMPORTANT:: The navigation steps above are provided to assist our customers with importing a .CSV file in to the TaxAct program. As the brokerage firm listed above is not associated with TaxAct, we cannot guarantee the steps are 100% accurate. If you should need additional assistance while retrieving your .CSV file from the broker, please contact their support department for further information.
Thomson Reuters - Practice CS
Link to article: http://cs.thomsonreuters.com/ua/practice/cs_us_en/kb/exporting-client-and-client-contact-information.htm
IMPORTANT:: Thomson Practice CS just gave you an XML file type, I don't know why they did this - it's an odd program and an odd file type. But you should be able to upload that file into Excel and then save a copy of the file as an .csv, .xls or .xlsx file type. Once you have a copy of the file in one of those formats, you can upload it to Jetpack.
To export client and contact information:
Go to File > Export.
Mark the Other checkbox, located at the top of the Export Clients window, for the option titled, "Export Clients To:"
Click the More button to the right of the blank Other field, and browse to the location which you want to save the file.
Name the file, and verify the Save as type field shows, "XML Data (*.xml)".
Select the clients that you would like to export.
Click Export Selected in the bottom right-corner.
Thomson Reuters - UltraTax CS
Link to article: https://cs.thomsonreuters.com/ua/ut/2018_cs_us_en/utwapp/clt_proc/exporting_client_reports.htm
IMPORTANT:: UltraTax CS includes ten reports that detail information about specific areas of a client's return. Complete the following steps to export the desired report to a .DIF or .XLS file, which can be opened and edited in Microsoft Excel, or to the Global drawer in FileCabinet CS.
Choose Utilities > Client Listing Reports.
Select the report you want to export. To do so, click the General Client Information, General Return Information, Client Contact, Client Communications, Status Summary, Client Totals, Client Family, Client Status History, User Activity, or Client ELF Summary option, and then click Continue.Note: For more information about each report, see Client Listing Reports dialog.
If desired, choose a sort criteria from the Sort field next to the selected report option.
In the Select Clients for Report dialog, use the fields in the Focus group box to include or exclude clients from the list of available clients.
In the Clients available to print pane on the left, highlight the clients you want to include in the report and click the Select button. The clients you have chosen will be moved to the Clients to print pane on the right. To remove a client from the Clients to print pane, highlight the client and click the Remove button.
Click the Export button to open the Save As dialog.
In the Save As dialog, specify a file name, file type, and location for the exported version of the selected report.
Select the file type you want to export in the Save as type field.Excel 97-2003 Workbook - Saves the file as an Excel spreadsheet.DIF (Data Interchange Format) - Saves the file as a .DIF file that is compatible with spreadsheet applications, including Excel.
Mark the Include column headings checkbox if you want column headings in your report.
Click Save.
When prompted whether you want to open the target folder, click Yes to close the dialog and open the file or click No to close the prompt.
If you saved the report as a .xls file, you can open the report in Microsoft Excel.If you saved the report as a .dif file, you must first open your spreadsheet application (for example, open Excel), choose File > Open, navigate to the location where you saved the .dif file, select All Files from the file types drop-down list, highlight the .dif file, and click Open. You can then modify the report as necessary, and then save the report in your spreadsheet application (for example, as a .xls file).