Export Comprehensive Customer Data

Question

Does anyone know how to produce a downloadable Customer Data Report with all of the info on the Card List screen?  When printing the report to CutePDF Writer not all of the info is included in the report.

GCPC · Answer

Hi Doreen,

Thanks for your message.  I tried the link and it doesn't export to an Excel file that can be uploaded into other accounting software & with all of the info on the Customer Card List screen.  I have also tried the Live Chat and kept being linked with someone in NZ about NZ Accounting, so I have lodged a written query.  Hopefully I get an answer that works.

Doreen_P · Answer

Hey @GCPC,

While you can't directly download the Customer Card List into Excel, you can still export the info you need. It's just slightly different path. You'll want to go through the this link then look under "Cards - customers" for detailed steps. If you're still having issues with this, you can reach out to our support team on Live Chat via our virtual assistant, MOCA, or by submitting a support case via MyAccount.

Cheers,

Doreen

GCPC · Answer

Hi Genreve,

Thanks, but it doesn't really help.  I need to produce a list of all the info on the screen in the Customer Card List.  The link provided doesn't help.  Is there no way to produce the list.  I can't give the whole MYOB file to a prospective buyer of the business.  I just want to provide an Excel file with all of the info needed for all Customers.