QuickBooks is an easy-to-use yet robust accounting application that provides ultimate flexibility to manage customer information, such as customer addresses and contact details. It enables organizations to draft invoices, record transactions, and export customer data into Excel or CSV file format fastidiously.
So, if your focus is on the QuickBooks export customer list, you are at the right place! You can export the customer contact list by following the below-guided do-it-yourself steps or by reaching out to QuickBooks technical helpdesk for immediate resolution.
This article will highlight the steps for exporting the QuickBooks customer list easily and effectively:
To Export QuickBooks Customer List, you need to follow each step one by one;
Total Time: 10 minutes
The first step is to launch your QuickBooks application
Once you have launched the QB application, you are required to open the customer list. To open the customer list, go to the main menu and from there select “Customer Center”
When you can see your customer list, just click on the customers that you are willing to add. This way you can add the desired customers to the list. To view all customer information, select the “Customers and Jobs” option from the top navigation.
Going ahead, to view the list of filters, you are required to move to the “view” option from the drop-down menu. Now, select the requisite filter that matches your set criteria. In this way, you can quickly export list entries, for example, if you wish to focus on customers who have taken a specific product/service.
This is not a mandatory step, so you can skip it if you want all the entries to be exported. Follow this step only when you want to export specific customers.
You are almost done. Till now, I’m sure you must have not encountered any issue. Now, choose the “Excel” option from the drop-down list in the “Customer Center” tab at the top navigation. Once done, you need to opt for “Export Customer List” from the drop-down list.
From the “Export Customer List”, you need to click on the “Create a New Worksheet” option to open a new Excel workbook. Or, you have another option to opt for “Export to a Comma Separated Values (.csv) file” to open the workbook.
Finally, click on the “Export” option to get the list created.
Great! The job has been successfully initiated.
Important Note: You need to be extra cautious when proceeding with the aforementioned steps. A single slip up can spoil all your efforts, time, and energy. So, follow the steps as it is.