Take your data with you

Your data is yours. Take your data hands you everything as plain spreadsheets, any time. First, a new customer, so we can watch it come out the other side. Kalamazoo Hydraulics — a short name and the full name.

Tom Novak covers it, in the Great Lakes territory. And where they are. Save. Now open Data, then Take your data.

Every kind of record gets its own file: manufacturers, customers, invoices, splits, payments and more. The row counts tell you exactly how much is in each one. Start with the index. It lists every file and how many rows it should have.

Check it against what you download, so you know nothing was left behind. Now download the customers file. It opens in Excel, Numbers or Google Sheets. There is Kalamazoo Hydraulics, with its address and rep.

Send it to your accountant, keep a copy at year end, or take it all with you. No need to ask us first.