Export / Import Debtor accounts
If you need to import debtors later it is recommended that you first create an export file of the data for your debtor (customer / client) accounts in the Tools → Export menu.
You may then import the data of your debtors in the Tools → Import menu.
In addition to this, you may export the debtor (customer / client) accounts as a tab delimited text file from the sidebar of the Debtor (customer / client) accounts.
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You may use the filter options on the Debtor (customer / client) accounts list screen, to export only those specific debtor (customer / client) accounts that matches your filter criteria. |
Once the text file is saved, you need to launch your spreadsheet application i.e Excel, OpenOffice, LibreOffice, Ultra Office, etc.
Once the text file is saved, you need to launch your spreadsheet application i.e Excel, OpenOffice, LibreOffice, Ultra Office, etc.
On your spreadsheet application, open the debtor (customer / client) accounts saved text (*.txt) file and confirm your tab delimited settings.
This will open your debtor (customer / client) accounts in a spreadsheet.
