How To Export Customer List from QuickBooks to Excel
Here is a quick 1-minute guide on how to export your customer list from QuickBooks to Excel.
2. Open your Reports
3. Click on Customer Contact List
4. Click on the Download/Export Icon
5. Select "Export to Excel"
Before you leave! There is a much faster way to do this
Connect QuickBooks to your Google Sheet and import your Customer List from QuickBooks to your spreadsheet without any manual work.
Want to update your Customer List in your spreadsheet? No problem, just refresh your spreadsheet and your Customer List will be up-to-date.
Join hundreds of accountants and finance teams on LiveFlow.
How do I get started?
- Install LiveFlow for free here
- Open a Google Sheet → Open Extensions → Click LiveFlow
- Connect your QuickBooks account — And to make it even better, you can connect unlimited QuickBooks accounts.
- Select reports and choose Customer List
- Click Create Live Report and your customers will now be synced to your Google Sheet
- To refresh your Customer List, simply head to Extensions → LiveFlow → Refresh All Reports and your data will now be up-to-date
Why you should use LiveFlow instead of manually importing and exporting to Excel?
- You can connect unlimited QuickBooks accounts! Working with 20 clients or have 5 different entities? No problem at all.
- Save countless hours of manual work, and spend more time growing your business.
Loved by hundreds of finance professionals automating financial workflows with LiveFlow
- Cheryl Lanahan, Plumbooks - "LiveFlow saves me time and tedium - no more downloading, copying and pasting into my spreadsheet. I LOVE it!!"
- Jana Kovacovska, TinyCFO - "Automating whatever can be automated is always a good idea, LiveFlow helps with that"
- Dan DeGolier, AscentCFO - "Our initial impression of LiveFlow is that it can be a big time-saver! We're excited to partner with them"
- Josh Greenbaum, CFO Minded - "I just linked my first client and I honestly love this tool you’ve built!"
Learn more about LiveFlow here:
- LiveFlow for Accountants, Bookkeepers, and Fractional CFOs
- Customer Wall of Love
- All QuickBooks reports you can import with LiveFlow
- LiveFlow Quickstart Guide