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How to print, email or export your contacts

Created on  | Last modified on 

Summary

How to generate your contact lists and export them in Sage Accounting.

Description

Use the Contacts list to view and manage your customers and vendors. This includes:

  • Exporting a contact
  • Printing or emailing a list of contacts
  • Exporting contact addresses

Resolution

Find a contact

  1. From Contacts, choose Customers or Vendors.
  2. In the Search box, enter a contact's address (or partial address), their main or mobile phone number, or any part of their name.
  3. Click Search.

Print a list of contacts

  1. To include all contacts, use the check box at the top of the list. For selected contacts, select the checkbox to the left of each contact.
  2. From the toolbar above the list, choose Print or PDF.

Export the list to a spreadsheet

  1. To include all contacts, use the check box at the top of the list. For selected contacts, select the checkbox to the left of each contact.
  2. From the toolbar above the list, choose the CSV icon.

Email a list of contacts

  1. To include all contacts, use the check box at the top of the list, or select each contact to include in the printed list.
  2. From the toolbar above the list, choose the Email icon.