1 / 7

Export customer list in QuickBooks

QuickBooks comes with various features and various versions. One of the most used features of QuickBooks is exporting customer lists from QuickBooks.

Sonu4
Download Presentation

Export customer list in QuickBooks

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Export customer list in QuickBooks https://www.currace.com/how-to-export-customer-list-from-quickbooks/

  2. QuickBooks and customer list QuickBooks comes with various features and various versions. One of the most used features of QuickBooks is exporting customer lists from QuickBooks. https://www.currace.com/how-to-export-customer-list-from-quickbooks/

  3. Exporting customer list from QuickBooks For QuickBooks Online For QuickBooks Desktop https://www.currace.com/how-to-export-customer-list-from-quickbooks/

  4. For QuickBooks Online Exporting customer list or data from Customers page • Sign in into your QuickBooks Online account • Then, from left menu, select ‘Sales’ • After that, select ‘Customers’ • Click on the ‘Export’ icon next to the ‘Print’ icon • Now, choose ‘Export To Excel’ https://www.currace.com/how-to-export-customer-list-from-quickbooks/

  5. For QuickBooks Online Exporting customer list or data from Reports page • Sign in into your QuickBooks Online account • Then, from left menu, select ‘Reports’ • Now, go to ‘Sales’ and then ‘Customers’ • Then, select ‘Customer Contact List’ • Now, choose ‘Export To Excel’ https://www.currace.com/how-to-export-customer-list-from-quickbooks/

  6. For QuickBooks Online Constant Contact • From the ‘Dashboard’ • Now, go to ‘Sales’ and then ‘Customers’ • Then, select ‘Customer Contact List’ • Now, choose ‘Export To Excel’ https://www.currace.com/how-to-export-customer-list-from-quickbooks/

  7. For QuickBooks Desktop Exporting customer info from QuickBooks Desktop • First of all, launch ‘QuickBooks’ • From main menu, click on ‘Customer Center’ to open customer list • Now, select the customers you want to include in your customer list • Then, you can apply certain conditions on your list, otherwise skip this step if you want to export customer list with no filters • Now, select ‘Excel’ icon and then select ‘Export Customer List’ for exporting the customer list • Now, choose from “Create A New Worksheet’ or ‘Export to a Comma Separated Values (.csv file)’ option • Click the ‘Export’ button to create the list https://www.currace.com/how-to-export-customer-list-from-quickbooks/

More Related