If you are new to using QuickBooks and don’t know How to export customer lists from QuickBooks to Excel then just follow the step-by-step process here. If you are using QuickBooks then rest assured that you will never lose your customer contacts.
This is because the software saves the list of your contacts and other relevant information automatically, and within itself. This makes it convenient for QB user to invoice their customers as and when required without any loss of time and energy. Since customers are of prime importance to any business thus here is how to “export customer list from QuickBooks to Excel”. If you ever want your customer list to be used externally, then all you need to do is export the file to Excel.
Using the functionality (customer center) within the program you can easily transfer or export customer lists from QuickBooks to Excel with ease. All you would need is to download the file in a .csv format. To download your file, follow the steps below.
Exporting or downloading a file from QuickBooks is not a complicated process at all, but if you are new to using a program then you may face issues. We tried to cover every aspect of your query how to export the customer list from QuickBooks to Excel if you still find issues then do write to us in the comment section below. If you need any instant help from Askforaccounting.com then give us a call and talk to our QuickBooks Experts now. You can even give us a call at our QuickBooks consultant help for the USA, UK, and Canada and talk to our Experts now.
Usually, it is possible to export customer data from QuickBooks Online to Excel. And it costs not one but two unique ways, the following two ways are known:
From the Reports Page
And, from the Customers Page
If you go about exporting Customer data by using the Customers Page type, it will mainly include the following in the list:
● Company
● Name
● Phone Number
● Address
● Email Address
● Attachment
● Balance
● Currency
● Notes
For exporting Customer data by using one of the methods, known as the Customers Page Type. for an accurate method and better understanding, let’s take a look below:
● First, you need to Select Customers from the Get Paid & pay or Sales menus.
● Second, proceed to Choose the Export icon, which is located next to the Print icon.
● Third, finally, click Export to Excel.
The answer to this question is a sure Yes, for modifying the report run through the following steps and make sure that you perform it accurately.
Here’s what to do:
To modify the report, you need to go to the icon and then proceed to select the three vertical dots present, and then hit the option customize.
