Work can be exported from your Work page by selecting the cloud icon, then selecting either All Work In This View or Repeating Work Schedules to export. Intuit Practice Management powered by Karbon will then download a spreadsheet with your data.

If you have applied any work filters to your view, only the work items that apply to these filters will be exported.

Important Note:
The ability to export data out of Intuit Practice Management is available for users with Admin access. If you don't see the cloud, contact your manager or firm owner to change your rights or export the data for you.

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