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October 24, 2023
Question

I'm trying to export the customer contact list without success, any ideas?

  • October 24, 2023
  • 1 reply
  • 0 views
how can I export customer details from quick books to excel?

1 reply

October 24, 2023

Hi benetti,

 

Thanks for posting in the Community!

 

Let me guide you on how you can export your customer contact list from QuickBooks Online. Here's how:

 

  1. Log in to QuickBooks Online using a web browser.
  2. Click on the Reports tab.
  3. On the search bar, type in Customer Contact List.
  4. Click on Switch to classic view button.
  5. Click on Customise button to add Filter and Rows/Columns.
  6. Click on Run report.
  7. Click on the Export to Excel icon next to the Print icon.

That's it! You'll be able to save and download the excel file from your computer.

 

You can also check this link to learn more about exporting customer data and reports in QBO:

 

Post again in the Community if you have further concerns. I'll be around to help you.