Export a List of Customers in AR Workflow

Follow this article for steps to export a list of your customers and their associated data in a CSV format

1. Navigate to the Aging Report or Customers Tab.

2. Click the Export CSV button.

• Aging Report: To export a list of selected customers only, select the customers and then select the Export CSV button.

• Customer Report: To export a list of ALL customers (even those with a $0 or negative invoice balance), click the Export CSV button.