Skip to content
logo Knowledgebase

Export customer and supplier accounts

Created on  | Last modified on 

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

 

  1. Click File then Export.
  2. Select Export Customer/ Supplier Accounts from the dropdown list.
  3. Select the magnifying glass and browse to a location where you want to save the file.
  4. Give the file a name with the extension .csv
    Example, customers.csv or suppliers.csv.
  5. Select Process then select the filters and click OK.