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November 27, 2021
Question

Am I able to export my customer list to another software app?

  • November 27, 2021
  • 2 replies
  • 2 views
No text available

2 replies

Fiat Lux - ASIA
Level 14
November 28, 2021

Utilize an exporter tool

https://transactionpro.grsm.io/qbo

 

QuickBooks Team
November 29, 2021

Hi userharmonizedtherap,

 

Welcome to Community!  It's always a good idea to save your account data if you're planning on opening a new account or importing the information to another source.  Although we'd be sad to see you go, QuickBooks Online has just the feature you're looking for, so you can export your customer list effortlessly.  I'd be glad to show you how!

 

To export your customer list, follow these steps:

 

1. Click on the Gear in the top right of your account

2. Select Export Data

3. Click on the Lists tab

4. Make sure the toggle is on for the customers 

5. Hit Export to Excel when ready

That's it!

 

Here's an article for your reference on how to export data from QuickBooks Online.

 

Please reach back out if you have any other questions.  We're always happy to assist!