Export/Import Suppliers and Customers List

How do I export my Suppliers and Customers list from one company and import it into another company?

Step 1

• Make sure you are in the company with the Suppliers and Customers list you wish to export
  • Click on the File > Companies menu option and select the company
• Click on the Setup > Suppliers and Customers menu option

Step 2

• Click on the Export button at the bottom of the page

Step 3

• Change the company to the one into which you wish to import the Suppliers and Customers list
• Click on the Setup > Suppliers and Customers menu option
• Click on the Import button at the bottom of the screen

• Click on the Display Import File button and select the file you exported above.
• Click on the OK button for the following prompt:

• Click on the Import Data button.