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

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We need to have a third party access our customer details but we do not know how to transfer them
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Jasmine Daffin

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Posted 1 year ago

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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?
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Rav, Community Manager

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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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Jasmine Daffin

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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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Jasmine Daffin

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I only need to export customer details not the transactions.
Thanks for the help
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Jasmine Daffin

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Thanks Rav, that looks easy to do
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Jasmine Daffin

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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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John G, Information Support Analyst

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Hi Jasmine,

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


regards,
John

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