Exporting Customer Card Files
I know of 3 ways to export Customer Card files and all either don't work, don't have the correct data, crash or I can't save the report for future use. I only need to export, Customer Name, Phone...
Forum Discussion
Hi InTuneMusic , have you tried using the Excel Add-in "MYOB for Excel". It is capable of producing the details you require, and (I think) can be saved and re-run.
To obtain the add-in, go to Addins on the Home menu, and if not listed, choose Browse for more, and search for it.
To use it, log in to MYOB, and select the company file you wish to report from. Then choose Contacts, Customers, and the fields you want. Open up the Address box to see those fields. You will get a couple of other fields, but basically it works.
Hi Mike_James
Thanks for the response.
I don't currently have an excel subscription, I am using Google sheets.
Is there an add on for Google Sheets?
I should be able to export Customer Contacts (name, phone & email) repeatedly directly from this software without any 3rd party software or help.
This is basic simple functionality.
The ability for the MYOB to do this is there (Export Assistant)
It just needs to be extended to actual reports.....
