Selling details

JNeilsen
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JNeilsen
Cover User

2Posts

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Selling details

How can I change "selling details" on all my customer cards at once? I don't want to have to go into each individual card to do this. 

1 REPLY
MYOB Moderator Neil_M
6,797 Posts
MYOB Moderator
New Zealand
Neil_M
MYOB Moderator

6797Posts

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Re: Selling details

Hi @JNeilsen

 

Welcome to the MYOB Community Forum, I hope you find it a great resource

 

If you were wanting to do a bulk update of your customer cards, this can be done by exporting out your customer cards using the import/export functionality within AccountRight. This will produce a text file which can be edited in Excel and then imported back into AccountRight to update the card file.

 

To do this, if you were going to make changes using Excel, I would update one or two customers with the desired changes inside AccountRight first, then when you export the information you will have a couple of templates that you can use to update the rest of the records.



Regards
Neil
MYOB Client Support
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