To export customer list from QuickBooks is a simple process that only takes a few minutes.
Whether you’re just switching to a new QuickBooks version or switching to another bookkeeping software altogether, exporting your contacts from QuickBooks is an important step. Thankfully, exporting your customer list from QuickBooks is an easy process and doesn’t require any special knowledge of the software.
In this article, you will learn how to export a customer list from QuickBooks online, so that you can perform this task whenever you need to.
What is a customer list in QuickBooks?
A customer list is a spreadsheet that contains customer information. This list can include names, addresses, payment history, customer notes, etc. You can then use this list to quickly add or remove customers from invoices, create gift certificates, or send out communications such as birthday cards or seasonal newsletters.
Keep in mind that a customer list is not the same thing as a customer report. While customer lists include information such as payment history, customer notes, and other miscellaneous information, customer reports are focused on analyzing sales data by customer.
Can I export a customer list from QuickBooks?
Yes, you can export a customer list from QuickBooks with ease. There are a few different ways to do this, but whichever one you choose, you’ll be able to export your customer list very quickly.
This is an important feature if you switch bookkeeping software or are moving to a new version of QuickBooks. It’s also helpful if you’re using a virtual bookkeeper who needs access to your customer list.
You can export a customer list from QuickBooks to CSV, Excel, or even a text file. The choice of file type depends on how you want to use the data. You can even combine customer information with other data, like your accounting numbers.
How do I export a customer list from QuickBooks?
Let’s start with the easiest way to export a customer list from QuickBooks: a third-party service. There are many services that allow you to export a customer list from QB. They’re easy to use and will provide you with information in a variety of formats, so you can use the data in whichever way you choose.
Some of these services are free and others have a small fee that is definitely worth paying. One of the most popular third-party QuickBooks data transfer services is Zapier, which also integrates with numerous other applications such as Google Sheets, Excel, and Salesforce.
How to export a customer list from QuickBooks with CSV?
CSV is a common file type that can be used to export a customer list from QuickBooks. The best part is that you don’t need any special software to open a file in this format. If you’re using Windows, you can just open it with Notepad or another basic text editor. If you’re on a Mac, you can use TextEdit to open the file.
Follow these steps to export customer list from QuickBooks to CSV format:
1. Open QuickBooks Online and go to the File menu.
2. Click the “Export” option.
3. Select “Customers” from the drop-down menu, and then choose “Export customers” to export your customer list from QuickBooks.
4. Once you’re on the next screen, select “Export to a file” and click “Export.”
That’s basically all there is to it. You will now be able to view, edit, or import your customer list to other applications easily. This entire process only takes a few minutes to complete, so it shouldn’t give you too much trouble.
How to export a customer list from QuickBooks to Excel?
Exporting a customer list from QuickBooks to Excel is helpful if you want to make changes to the data or add formulas to the cells. It can also be helpful if you just want to view the data in a different program.
To export customer list from QuickBooks to Excel, follow these easy steps:
1. Open QuickBooks and go to the “File” menu.
2. Select “Export” and then “Customers.”
3. Now, choose the type of file you’d like to export.
4. Select “Export to Excel” and click “OK.”
5. You can now open Excel and select “Open” to open the file created by QuickBooks.
Conclusion
Exporting your customer list from QuickBooks is an important step in any business. Whether you’re just switching to a new QuickBooks version or switching to another bookkeeping software altogether, this list is crucial for quickly and easily adding and removing customers from your invoices.
Once your customer list is exported, you can then transfer it to a number of different software programs or even use it as a standalone spreadsheet by importing it into Excel.
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