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Way to import customer list into QuickBooks desktop

User can easily import the customer list into the QuickBooks Desktop, QuickBooks desktop using different u2013 different file formats and importing the customer list into the QuickBooks Desktop, there are 5 to 6 steps mention to complete these all process letu2019s look how to import customer list into QuickBooks Desktop.

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Way to import customer list into QuickBooks desktop

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  1. How to Export a QuickBooks Customer List How to Export a QuickBooks Customer List QuickBooks business accounting software stores an inventory of your customers and their addresses and get in touch with details so you'll invoice them and record transactions within the program. QuickBooks also allows you to export customer data as a Microsoft Excel or CSV file so you'll use the knowledge for other purposes, like compiling a list or importing the info to a different program. you'll export a customer list from the Customer Centre within the main QuickBooks menu. how to import customer list into QuickBooks desktop

  2.  Launch QuickBooks.  Click "Customer Center" within the main menu to open the customer list.  Click to display the purchasers that you simply want to incorporate the list. you'll got to click the "Customers and Jobs" tab at the highest of the screen to look at all customers.  Click the "View" down-arrow button to display an inventory of filters. Click to pick a filter if you would like to export list entries that meet only certain criteria, for instance, customers who bought a selected product. Skip this step if you would like to export all list entries.

  3.  Click the "Excel" down-arrow button within the Customer Center menu bar at the highest of the screen. Select "Export Customer List" from the pull- down menu.  Select the "Create a replacement Worksheet" option within the Export window to make a replacement Excel worksheet or choose the "Export to a Comma Separated Values (.csv) file" option.  Click the "Export" button to make the list.

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