Exporting Follow

Table of Contents

• Overview
• Exporting Customer Data
• Exporting Other Data
• Exporting for QuickBooks

Overview

The Export tool allows you to export information from Printer’s Plan to a tab- or comma-delimited text file (.txt or.csv file).

Using the Export tool, you can export the following data from Printer’s Plan:

• Customer address, phone, and other information for mailing purposes,
• Any list that appears on the List Manager,
• Sales, payments, and other necessary data to be imported into QuickBooks.

Exporting Customer Data

1. In the Customers section, display a list of Contacts or Customers that includes the records that you want to export. (Use the Find feature to filter for specific records.)
2. Click Export at the top of the window.
   The Export Customers window appears, displaying some options.
   
3. Make your selections, and click OK. The ‘Export to File’ window appears.

Exporting Other Data

1. Display a list in any section of Printer’s Plan except for the Settings section.
2. Click Export at the top of the Printer’s Plan window.
3. Select the file type (.csv or .txt) in the Save as type: field.
4. Click Save.

Exporting for QuickBooks

For exporting information to import into Printer's Plan see the below articles that correspond to the current setup in Printer's Plan:

• QuickBooks Online Integration
• QuickBooks Sales Data Integration
• QuickBooks Invoice Data Integration