Import export client data

Hi , I am a self employed joiner and love using your system in general
however because of the way I work I’d like to capture the data from a client once and either import it into quickfile or export it into another program to print a sheet off to visit a client with all the data on
my son is a computer programmer so he may be able to help me if I need if you could point me in the right direction.

Hi @Kerry_Wragg

QuickFile offers both import and export options.

You can import clients under Account Settings >> Import Data >> Import Clients:

Or you can export them from the client view screen. Simply tick the boxes, and click ‘Export Data’:

This produces a .csv file which can be opened in software such as Excel.

Hope that helps!