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Export clients I'm following (Overview screen)

Troubleshoot: Saving Leading/Trailing 0 in a CSV file (Export to Excel)

Once a CSV file format is saved, it doesn’t show fields with leading zeros or trailing zeros that appear after the decimal point.
Client ID (In TaxCaddy)
Client ID (CSV file)
00123
123 (Leading zeros are missing)
123.00
123 (Trailing zeros are missing after the decimal)
However, clients exported to a CSV file do contain 0 values that are not visible. Follow these steps to save the document with 0 values:
  1. Export clients to Excel
     from the
    Client Management
     screen.
  2. Open the downloaded CSV file.
    Notice the fields with leading or trailing zeros (after the decimal point) don’t appear in the document. Don't alter or save over the document at any point. Close the CSV file without saving any changes.
  3. Create a new Excel document.
  4. Select
    Data
    .
  5. Select
    Get Data
    From File
    From Text/CSV
    .
  6. On the
    Delimiter
     field, select
    Comma
    . Select
    Transform Data
    .
  7. On the
    Home
     tab, select
    Use First Row as Headers
     to assign the 1st row as the table header.
  8. Ensure the
    Data Type
     is selected as
    Text
    , then select
    Close & Load
    .
  9. A table will be created with your client data.
  10. Save the document as an Excel file.

This article applies to:

  • Product: SurePrep
  • Sub Product: TaxCaddy
  • Subject: Clients

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