Export customer and supplier accounts

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.

Solution Properties

Solution ID
200205205000406
Last Modified Date
Wed Aug 20 14:16:20 UTC 2025
Attributes
Product Details
Featured: Featured
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