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November 23, 2024
Question

How do I export my customer list with email addresses to use for a marketing email?

  • November 23, 2024
  • 1 reply
  • 0 views
I want to export my customer list to a CSV file.

    1 reply

    JenoP
    November 23, 2024

    Exporting a customer list is a common task for many businesses, especially when they need to analyze their customer data outside of QuickBooks. I'd be happy to guide you through the entire process, vickie35.

     

    Please note that if you're referring to the customer list in the Sales menu, it can only be exported as an Excel file. However, you can run the Customer Contact List report, which has a dedicated column to show all client email addresses.

     

    Here's how to access and export the report that can be used for communication and marketing purposes:

     

    1. Go to the Reports menu.
    2. Type in Customer Contact List in the Search bar.
    3. Click Export/Print, then choose Export as CSV.

     

     

    Let me also share these articles in case you need more guidance when running reports and working with your customer list in QBO:

     

     

    Remember that QBO offers a wide range of tools to help businesses streamline their customer data management processes. Don't hesitate to come back here if you have questions about managing your client information or any other aspect of QuickBooks.