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Hi Jayne6
You are able to export and import the product and services, customers and supplier lists. Select the cog/gear icon in the top right hand corner of the screen > Product and services > select the export icon above the word action > In the new account select the cog/gear icon > Import Data > Product and Services > Select a CSV or Excel file to upload.
To export the customer list select sales > customers > select the export icon above the word action > import to the new account > select the cog/gear icon > import data > customers > select CSV...
To export the suppliers list select expenses > suppliers > select the export icon above the word action > import to the new account > select the cog/gear icon > import data > suppliers > select CSV...
Hi Jayne6
You are able to export and import the product and services, customers and supplier lists. Select the cog/gear icon in the top right hand corner of the screen > Product and services > select the export icon above the word action > In the new account select the cog/gear icon > Import Data > Product and Services > Select a CSV or Excel file to upload.
To export the customer list select sales > customers > select the export icon above the word action > import to the new account > select the cog/gear icon > import data > customers > select CSV...
To export the suppliers list select expenses > suppliers > select the export icon above the word action > import to the new account > select the cog/gear icon > import data > suppliers > select CSV...
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