Summary
How to export customer and supplier accounts in Sage 50cloud Pastel.
Description
Reasons for exporting customer or suppliers account information
- You started a new company and need the customer and supplier accounts.
- You need to change multiple customer and supplier accounts.
NOTE: You can only import and export the customer and supplier account details. You can't export updated transactions.
Resolution
- Click File then Export.
- Select Export Customer/ Supplier Accounts from the dropdown list.
- Select the magnifying glass and browse to a location where you want to save the file.
- Give the file a name with the extension .csv
Example, customers.csv or suppliers.csv. - Select Process then select the filters and click OK.