How do I export a client list from CCH Axcess™ to Microsoft® Excel®?
To export the client list to Microsoft® Excel®, do the following:
- Open Client Manager.
- In the Quick Search criteria, set filters to All.
- Click Go.
- Click the Home tab.
- Click Export Grid.
- Enter Filename in which you would like the information saved.
- Select location where you want to save the file.
- Enter a file name and click Save.
- Open the saved file with Microsoft Excel.