Exporting Contacts
From Outlook:
Log in to your Outlook.com account.
Navigate to your contacts.
From the "People" section, select Manage > Export.
Note: If the steps differ, refer to Microsoft Outlook.com help for the latest instructions.
From Gmail:
Log in to your Gmail account.
On the left sidebar, click Contacts.
Select More Actions > Export.
Choose Outlook CSV format for the export.
Note: Refer to Gmail help if you encounter discrepancies.
From Canopy:
Click the Options icon on the top-right corner of your Contacts screen.
Select Export All Contacts.
A CSV file will download automatically to your computer.
From Xero Practice Manager:
Open Xero Practice Manager.
In the Business menu, choose Settings > Export under Connections.
For File Type, select Generic - Clients, then click Export.
Repeat for Generic - Contacts.
Note: Check Xero Practice Manager help for updated instructions if needed.
From QuickBooks Online:
Sign in to QuickBooks Online.
Navigate to Reports, then search for Customer Contact List.
Customize the report as needed, ensuring the necessary columns are included.
Click Export, selecting Excel or CSV format.
From CCH Axcess:
Open Return Manager.
Use Quick Search filters to show All and select clients.
Click Export Grid under the Home tab.
From CCH Workflow:
Navigate to File > CT Import/Export > Export.
Use the search or filters to select clients.
Save the export file to your desired location.
From OfficeTools:
Go to Contacts > Import/Export Contacts > Excel Importer > Export.
Select the fields and filters you want.
From Thomson Reuters - Practice CS:
Go to File > Export.
Configure the export destination and file name as a CSV or Excel file.
Choose the clients to include.
From Other Providers:
Refer to your current provider's export documentation for instructions.
Maintain Your Contact Data
For ongoing updates, explore Karbon's integration with Zapier or utilize bulk updates where applicable.