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Replying to:
MorganB
Content Leader

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Hey there markmcnally,

 

Welcome to the Community. I'd be glad to lend a hand.

 

Exporting your Memorized Transaction List can be done by going to Reports >  List > Memorized Transaction Listing > use the drop down under the Excel option on that report to create a new worksheet. This would enable you to export the list, however all that can be imported into your account is the customer list, vendors inventory parts, non-inventory and assemblies from Excel.

 

I hope you find this helpful. I'm only a post away if you have any other questions.

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