Export a list of suppliers

Export your Suppliers list in one of several standard formats (CSV, Excel, Word, PDF) so that you can print or use the information in another application.

To display the Suppliers list, go to Accounts Payable > All > Suppliers.

Export supplier information

You can export anything that you can display in the Suppliers list. This allows you to precisely control what gets exported, including the columns of data, display and sort order, and the list of suppliers that's included.

Create a new view

To control what gets exported, you can create a custom view of the Suppliers list that includes just the data you want to see.

1. Go to Accounts Payable > All > Suppliers.

2. Select New from the Manage view dropdown menu at the top of the Suppliers list.
3. In View name, provide the name that you want to appear in the list of views.

4. In Columns, add, remove, and reorder columns to select the data you want to include.

   You can choose from standard supplier fields (such as name and ID), fields from the supplier contact record, as well as any custom fields that you've created for your company.

5. In Filters, select how you want the data to be filtered by default.

   If you're creating the view at the top level, select Include entity records if you want to include suppliers created at the entity level.

6. In Sort, select the default sorting that you want to use.
7. In Shared, either leave the view set to Private or select Shared to make it available to other users.
8. Select Save.

1. Go to Accounts Payable > All > Suppliers.

2. Locate the Manage views dropdown menu at the top of the Suppliers list, and choose Create New View.

3. On Step 1 of the Create New View wizard, select the columns of data you want to include.

   You can choose from standard supplier fields (such as name and ID), fields from the supplier contact record, as well as any custom fields that you've created for your company.

4. Make your changes.

   Using the wizard, you can:

   • Choose the order in which columns appear.
   • Filter the list of suppliers, such as filtering for suppliers who are located in a specific state or territory or suppliers whose preferred payment method is ACH.
   • Choose the sort order for columns; for example, sorting suppliers by last name.

Export the Suppliers list

1. Select the list view that includes the data you want to export, if it is not already selected.

   Intacct exports the data that displays in the list at the time you select Export. Be sure it is sorted and filtered the way you want, and that all necessary columns are included.

   You can also customize the existing view to sort and filter data as you want it, instead of selecting a saved view.

2. Select Export at the top of the page and select an export format from the dropdown.

   Export format option descriptions

   Export format	Description
   CSV	Comma-separated-values (.csv) file that can be opened by most spreadsheet applications.
   Excel	Microsoft Excel (.xls) file.
   Word	Microsoft Word (.doc) file.
   PDF	Adobe PDF file (.pdf).
   CSV for Import	Comma-separated values (.csv) file that includes suppliers and fields in a format that you can use to update your Suppliers list. With CSV for Import, if the current view of the Suppliers list contains any fields that can't be updated through an import process, those fields won't be included in the export file.

1. If you haven't already done so, choose the list view that includes the data you want to export, or customize the columns in the existing view.

   • At the top of the Suppliers list, select the All dropdown menu and then choose the name of the view that you previously created.
   • If you don't select a view before exporting the Suppliers list, your export file will include the list of suppliers and columns that you currently see in the Suppliers list.

2. Select Export at the top of the page and select an export format from the dropdown.

   Export format option descriptions

   Export format	Description
   CSV	Comma-separated-values (.csv) file that can be opened by most spreadsheet applications.
   Excel	Microsoft Excel (.xls) file.
   Word	Microsoft Word (.doc) file.
   PDF	Adobe PDF file (.pdf).
   CSV for Import	Comma-separated values (.csv) file that includes suppliers and fields in a format that you can use to update your Suppliers list. With CSV for Import, if the current view of the Suppliers list contains any fields that can't be updated through an import process, those fields won't be included in the export file.