Customer List

Question

Is it possible to print a customer list that doesn't show balances but all relevant information a new owner of a business requires?

Komal_S · Answer

Hi @LynPointon

This .txt file can be opened with Excel. Please refer to this Microsoft help article for instructions on how to open .txt files with Excel.

LynPointon · Answer

Hi

How do i get it as an Excel file?

This is what it looks like :

Komal_S · Answer

Hi @LynP1968

If you're using AccountRight, you can export the customer cards by going to File>>Import/Export Assistant>>Export Data>> Export Cards>>Customer cards and then open the exported text file with Excel.

Please let me know if you have further questions on this.