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james-benedik92-
December 17, 2021
Question

I need help to export my client list in csv or excel format with each piece of information in its own column. (Name/last name/address/ postal code). Can you help me?

  • December 17, 2021
  • 1 reply
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1 reply

H
Henock K
December 17, 2021

Hi james-benedik92-,

Welcome to the Community. Being able to export your client list is essential so you can get back doing what you love. QuickBooks Online is a powerful program that gives you the ability to simply track your sales and expenses. I'd be glad to point you in the right direction to export your client list.

I encourage you to follow these steps to export the client list with each piece of information on its own column.
 

  1. Click on the Sales or Invoicing tab on the left navigation menu
  2. Select Customers.
  3. Above the Action tab, click on the Export to excel icon.


This will export each information in its own column except the first and last name which are recorded in the Customer column.

Let me know if you have any questions, I'll be happy to help.


 

J
james-benedik92-Author
December 17, 2021

Thank you very much Henock for your clear description of each step. 

 

Is there any way to obtain a split of Customer column in to first and last names as well?

 

Much appreciated. 

H
Henock K
December 17, 2021

Hi james-benedik92-

Thanks for joining this thread. At the moment, the system doesn't provide a way to obtain a split of customer column into first and last names. The option would be to manually complete this task on your excel file. 

If you'd like to include the option to obtain a split of customer column into first and last names in QuickBooks Online, I recommend that you send us Feedback by clicking on the Gear icon at the top. This is sent to our Development Team to consider for future updates.
 

Feel free to reach out if you have any questions, I'll be happy to help.

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