Exporting Data - Missing addresses

Support
1

My client wants to export all of his client data as a csv but when he does, it does not include the clients address.

Is there a way to export the client data including the clients address?

2

Hi @BethBrown

Client addresses can be found in the Client_Ledger.csv file.

3

Hi Mathew,

Where can I find the Client_Ledger.csv file please?

4

Hi @BethBrown

When the back up is sent to your client (either by email or uploaded to their Dropbox account, depending on their settings), the back up will be a zipped folder with several .csv files in there.

The Client_Ledger.csv file will be one of these files.
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5

Hi Mathew,

So my client has to contact Quickfile himself to request a full back up? There’s no way of just doing this from QF as an export?

How would he go about requesting the back up?

Thanks

6

No need to contact us, you can generate a back up from within the account itself (more details here).

The export will only show the details that you see on the screen, which unfortunately doesn’t include address. A back up would be the way to go.

7

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