You can transfer QuickBooks data between devices seamlessly, simplifying the process of editing and creating new company files. Exporting information also makes it easy to print out customer data for archiving or examination. Take advantage of the Export Customer List tool in QuickBooks to export customer data into a single Excel or Comma-Separated Values file.
Click either the “Jobs” or the “Customers & Vendors” tab in the center containing the customer list you want to export.
Click the “View” drop-down list and select the criteria by which you want to filter the customers. Skip this step if you want to include all of your customers in the export file.
Click the “Excel” drop-down menu and select “Export Customer List” to launch the Export window.
Select the type of file you want to export the customer list into. You can choose either a Comma-Separated Values file or a Microsoft Excel worksheet file.
Click the “Export” button to export your customer list to the chosen file type.
Tips & Warnings
- What you plan to do with your customer list dictates which file type you should choose to export to. Excel files are designed for use in the Microsoft Excel spreadsheet program. Comma-Separated Values, or CSV, files are simple text files you can open in most text-editing programs. If you don’t plan to use the exported customer list in Excel, select the CSV file format because it offers broader compatibility.
- The exported customer list includes customers’ contact information, billing addresses, tax information, credit card data and all relevant transaction details contained in your company file.
- Take advantage of the Export tool to export individual customer transactions as well. Open the Customer or Vendor Center, load the transactions you want to export, click the “Excel” drop-down arrow and select “Export Transactions.” Select the file type you want to export to and then click the “Export” button.
- Photo Credit Piotr Adamowicz/iStock/Getty Images
How to Use QuickBooks
How to Use QuickBooks. QuickBooks is a software program that allows you to better run your business. You can track your customers,...
How to Use Quickbooks to Export Data
Quickbooks is a well-known, powerful accounting software suited well for small businesses. You can export data from Quickbooks to help run your...
How to Import Excel Files Into QuickBooks
Rather than copying and pasting large amounts of data from a Microsoft Excel worksheet into QuickBooks, use QuickBooks' Import option. You will...
How to Organize a Quickbooks Item List
QuickBooks is a boon to small business owners and office personnel who may not have a strong background in accounting or bookkeeping....
How to Sync QuickBooks With Outlook
Synchronizing QuickBooks with Outlook can eliminate the need to enter customer and vendor information in both applications. With Intuit's free Outlook add-on,...
How to Remove a Customer From QuickBooks
QuickBooks is small-business accounting software that creates profiles for every customer you do business with. Transactions with a customer must be individually...
How to View a List of Invoices in QuickBooks
The small business bookkeeping software QuickBooks allows you to view both general and custom invoice lists.