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Exporting customer or supplier details

Need to export your customer and supplier details to use with other software? You can either export a report to Excel or follow the instructions below to export your cards as a text file. You can open your data in a spreadsheet or other software that can open a text file (such as Windows Notepad). Need to export employee details? See Print or export employee details.

Want to bulk update customer and supplier information in your company file? If you wanting to make bulk changes to your customer or supplier details (for example, to change the default form assigned or add custom information), see Bulk update customer and supplier cards