Microsoft KB Archive/842871

= How to export payee information from Money =

Article ID: 842871

Article Last Modified on 6/5/2004

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APPLIES TO


 * Microsoft Money 2004 Small Business Edition
 * Microsoft Money 2003 Deluxe and Business Edition
 * Microsoft Money 2002 Deluxe and Business Edition

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INTRODUCTION
This article describes how to export payee information from Microsoft Money Deluxe and Business 2002, Microsoft Money 2003 Deluxe and Business, and Microsoft Money 2004 Small Business to a comma separated values (.csv) file in your My Documents folder.



MORE INFORMATION
To export payee information from Microsoft Money, follow these steps:  Start Money. Click Accounts & Bills, and then click Categories & Payees. Click Payees. Add the payees who you want to export information for to the Customer list. To do this, follow these steps:  Click the payee who you want to add as a customer, and then click Go to Payee. On the General information screen, click to select the Customer check box, and then click Done.</ol> </li> Under Contact Manager, click Synchronize data.</li> Under Contact Manager, click Open contacts.</li> In the Address Book, click File, point to Export, and then click Other Address Book.</li> In the Address Book Export Tool, click Text File (Comma Separated Values), and then click Export.</li> In the Save exported file as box, type the following where < > is the name for the new file, and then click Next:

< >.csv

</li> Click to select the check boxes for the information that you want to export, and then click Finish.</li> Click OK.</li></ol>

Keywords: kbhowto KB842871

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