Exporting Vendors

How to Export

1. Open the Data Exchange Center from the Business menu
2. Click Export on the Vendors card
3. The wizard displays the number of active vendor records
4. Click Export to CSV and choose a save location

What Gets Exported

The CSV includes one row per active vendor with all fields: Vendor Name, Account Number, Contact Name, Address, Address Line 2, City, State, Zip Code, Phone, Email, Mobile, Fax, Website, Expense Account (account code), and Notes.

Common Uses

• Template — Export to get the correct column headers, then fill in your vendor data for import
• Bulk update — Export, make changes in Excel (update contacts, add account numbers), and re-import
• Reference — Keep a vendor directory as a spreadsheet for offline reference
• Migration — Export vendor data for use in another system