We need to transfer our customer details to a third party. Any one know how to do that

Jasmine Daffin
Jasmine Daffin Member Posts: 7 Reckoner Reckoner
edited October 11 in Accounts Hosted
We need to have a third party access our customer details but we do not know how to transfer them

Comments

  • cosmic
    cosmic Reckon Developer Partner Posts: 1,110 Reckon Star Reckon Star
    edited September 2018
    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

  • Rav
    Rav Administrator, Reckon Staff Posts: 16,354 Reckon Community Manager Community Manager
    edited July 2017
    Hi Jasmine,

    To export out a list such as a customer list, head into File > Utilities > Export > Lists to IIF files

    Reckon.png

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  • Jasmine Daffin
    Jasmine Daffin Member Posts: 7 Reckoner Reckoner
    edited July 2017
    I only need to export customer details not the transactions.
    Thanks for the help
  • Jasmine Daffin
    Jasmine Daffin Member Posts: 7 Reckoner Reckoner
    edited July 2017
    Thanks Rav, that looks easy to do
  • Jasmine Daffin
    Jasmine Daffin Member Posts: 7 Reckoner Reckoner
    edited July 2017
    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.

  • Jasmine Daffin
    Jasmine Daffin Member Posts: 7 Reckoner Reckoner
    edited July 2017
    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.
  • John G
    John G Reckon Staff Posts: 1,570 Reckon Staff
    edited July 2017
    Hi Jasmine,

    Use the floating toolbar to download the file to your local PC.


    regards,
    John

This discussion has been closed.

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