Exporting Customer Data
1. Open the Customer/Vendor Center.
2. Select the Excel drop-down, then choose:
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Export Customer/Vendor list if you want to export customer/vendor data such as name, balances and contact information.
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Export Transactions if you want to export transactions (either by name or transaction type).
3. In the Export window, choose Create a comma separated values (.csv) file.
4. Select Export.
5. Assign a filename, then choose the location where you want to save the file.
6. Locate, open, and edit the file as needed.
Exporting Product Data
1. Go to the Lists menu, then select Item List.
2. Select the Excel drop-down, then choose Export all Items.
3. In the Export window, choose Create a comma separated values (.cv) file.
4. Select Export.
5. Assign a filename, then choose the location where you want to save the file.
6. Locate, open, and edit the file as needed.
For instructions on uploading your data to Clientbook, please refer to How to Upload External Data Into Clientbook or contact our Support team for help.