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January 19, 2024
Question

Can we export customers for VarStreet

  • January 19, 2024
  • 1 reply
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1 reply

January 19, 2024

Hi there, @smholmesma1.

 

Let me guide you on exporting your customers from QuickBooks Online to VarStreet.

 

Here's how:

 

  1. Go to Settings, and select Export Data.
  2. Go to the Lists tab.
  3. Ensure to toggle only Customers.
  4. Click Export to Excel.

 

After downloading the file, you can manually upload it to your VarStreet account.

 

You'll need the customer lists in Excel format if you're referring to exporting customers from VarStreet to QuickBooks Online. Ensure it is in the correct format that QuickBooks uses. Then, import it to QuickBooks Online.

 

Here's how:

 

  1. Go to Settings, then select Import data.
  2. Select Customers.
  3. Upload the CSV or Excel file, then click Next.

 

After importing your customers to QuickBooks Online, you can also consider importing products and services.

 

If you have additional concerns about exporting customers from QuickBooks Desktop, feel free to leave a reply below. I'm always here to help.