Export Customers to Accounts

You can export customers into Sage Accounts 50 (version 11 and above), Sage Instant Accounts and Quick Books (2003 and above). It is a 2 part procedure where data is stored in an intermediate file and then imported in your accounts package.

 

Part 1 Export

 

In EQ:

 

1.Close all open windows so that you are at the EQ main screen.
2.Go to File > Export... > Export Customers
3.In the new window you can keep the location and filename or click the browse icon to save the file elsewhere.
4.In file type select:
       Sage Line 50 - If using Sage Line 50 version 11
       Sage Line 50 v13+ - If using Sage Accounts 50 version 12 or above, or Sage Instant Accounts
       Quick Books 2003 - If using Quick Books
5.Click the Export button
6.When asked to flag customer records click No. You should return to this screen after you have imported following step 2 below.

 
A CSV/IIF file has been created in your specified location.

 

Tick Options:

Open after export

Tick to show the CSV or IIF file immediately. This will open in Notepad or Excel depending on what you have installed

 

New accounts only

Tick to only export customer records since your last flagged export. i.e. "new" customers to the accounts package.

 

Only customers who have ordered

Tick to only include customers who have placed orders, and not just quotations.

 

Part 2 Import

 

Click your accounts system for specific import instructions:

 

In Sage

 

1.Close all open windows so that you are at the main screen, and no other Sage users are logged in.
2.Go to File > Import... >
3.Select Customer Records and click OK
4.Click Run and select the name of the file (e.g Customers.csv)
5.Once the process is complete the File Import Success box will display all the imported records.
 
You can now look at the customer records in Sage to view their invoice detail

 

In Quick Books

 

1.Open Quick Books 2003 at the main screen.
2.Click File > Utilities > Import > Import IIF Files.
3.Browse to the file you just created and begin the import. (Unless you changed location, it will be in C drive named CustomerList.iif)
4.Quick Books will inform you the import has been successful.
5.Now check your customer list in Quick Books and you will see new customer records.

 

 

** All exports and imports should be carried out on a regular basis to ensure your accounts software is kept up-to-date. **

 

See Also

Exporting suppliers to accounts

Exporting sales invoices to accounts

Exporting purchase invoices to accounts

Exporting payments to accounts