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 invoice, record transactions, and export customer data into Excel or CSV file format fastidiously.
So, if your focus is to QuickBooks export customer list, you are at the right place! You can export the customer contact list by following below-guided do-it-yourself steps or by reaching out to QuickBooks technical helpdesk for immediate resolution.
User Navigation
This article will highlight the steps for exporting QuickBooks customer list in an easy and effective way:
To Export QuickBooks Customer List, you need to follow each step one by one;
Total Time: 10 minutes
Step One
First step is to launch your QuickBooks application
Step Two
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”
Step Three
When you are able to see your customer list, just click on the customers that you are willing to add. This way you can add the desired customers in the list. In order to view all customer information, select “Customers and Jobs” option from top navigation.
Step Four
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 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.
Step Five
You are almost done. Till now, I’m sure you must have not encountered any issue. Now, choose “Excel” option from the drop-down list in “Customer Center” tab at the top navigation. Once done, you need to opt for “Export Customer List” from the drop-down list.
Step Six
From the “Export Customer List”, you need to click on“Create a New Worksheet” option in order 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.
Step Seven
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.If you get stuck anywhere in the process, feel free to get in touch with SMB QuickBooks Technical Support Team, Which is available 24/7 on smbaccountants.com.