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

Jasmine DaffinJasmine Daffin Member Posts: 5
edited September 2018 in Accounts Hosted
We need to have a third party access our customer details but we do not know how to transfer them

Comments

  • cosmiccosmic Reckon Developer Partner Posts: 1,043 ✭✭
    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?
  • RavRav Administrator Posts: 9,801 Administrator
    edited July 2017
    Hi Jasmine,

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

  • Jasmine DaffinJasmine Daffin Member Posts: 5
    edited July 2017
    I only need to export customer details not the transactions.
    Thanks for the help
  • Jasmine DaffinJasmine Daffin Member Posts: 5
    edited July 2017
    Thanks Rav, that looks easy to do
  • Jasmine DaffinJasmine Daffin Member Posts: 5
    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 DaffinJasmine Daffin Member Posts: 5
    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 GJohn G Reckon Staff Posts: 2,283 ✭✭
    edited July 2017
    Hi Jasmine,

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


    regards,
    John

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