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DaveHydock
October 17, 2023
Question

Exporting Client List from QBO to Excel

  • October 17, 2023
  • 1 reply
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I want to export my client list from QBO to Excel for the purposes of doing a mailing.  However, when I do so, Quickbooks exports not only the client name, but every single transaction we've had with them.  This results in duplicate info.   How do I export the name only, and not the sales history?  

1 reply

S
Shania_C
October 17, 2023

A warm welcome to you in the Community space, @DaveHydock. Let me help you export the clients list from QuickBooks Online to Excel.

 

When exporting from a Reports page, you have the option to customize the customer's data and export it to Excel. However, if you need to make more specific changes to the information, you can follow the steps below to do so. 

 

  1. Go to Reports.
  2. Under the Sales and Customer section, select Customer Contact List.
  3.  Customize
  • Select Columns
  • Select the eye icon to hide a column (hide all lists except customers' full name column)
  • You have to option to Save customization at the upper right or directly Export to Excel.
     

 You may refer to this article if you want to export your QuickBooks Online reports and lists, so you can easily download the data, entered into your file to your local hard drive.

 

If you have other questions or need assistance, please feel free to reach out. Keep Safe.

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