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July 8, 2021
Question

How do I export a list of our Clients?

  • July 8, 2021
  • 1 reply
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1 reply

MJoy_D
July 8, 2021

I can help you with exporting your clients' list, @gillhall.

 

You can export your Clients or Customers List from the Export data feature from the Gear icon.

 

Follow the steps below:

 

  1. Go to the Gear icon and select Export data
  2. Click the Lists tab and toggle the slider for Customers.
  3. Once done, select the Export to Excel button. 

 

Here's detailed guidance on how to export your reports and list: Export customer data to Excel.

 

To export your other reports, non-posting transactions, and attachments, see this article for more information: Export reports, lists, and other data from QuickBooks Online.

 

I'm always here if you need further help exporting your clients' list and or anything else, by leaving a reply below. Take care and have a great rest of the day!