We need to transfer our customer details to a third party. Any one know how to do that
Jasmine Daffin
Member Posts: 7 Reckoner
We need to have a third party access our customer details but we do not know how to transfer them
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Comments
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you can do this via iif or excel export, for customers names and addresses. do you also mean you want to transfer customers transactions history and receivables?
Cosmic Accounting Group
Accountants and Tax Agents 22397009
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Hi Jasmine,
To export out a list such as a customer list, head into File > Utilities > Export > Lists to IIF files
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I only need to export customer details not the transactions.
Thanks for the help0 -
Thanks Rav, that looks easy to do0
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ok silly question, it wants to save it to the q file or the b file. How do you access them after it has been saved.
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ok silly question, it wants to save it to the q file or the b file. How do you access them after it has been saved.
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Hi Jasmine,
Use the floating toolbar to download the file to your local PC.
regards,
John
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