23 Sep 2017
If you are using QuickBooks then rest assured that you will never lose your customer contacts. This is because the software saves the list of your contacts and other relevant info. automatically, and within itself. This makes it really convenient for the QB user to invoice their customers as and when required without any loss of time and energy.
If you ever want your customer list to be used externally, then all you need to do is export the file to excel. If you are new to using QuickBooks and don’t know “How to export customer list from QuickBooks to excel” then just follow the step by step process here.
Using the functionality (customer center) within the program you can easily transfer your customer list from Quickbooks to excel with ease. All you would need is to download the file in a .csv format. To download your file, follow the steps below:
Exporting or downloading a file from QuickBooks is not a complicated process at all, but if you are new to using a program then you may face issues. Though we tried to cover every aspect of your query “How to export customer list from QuickBooks to excel”, but if you still find issues then do write to us in the comment section below. If you need any instant help then give us a call and talk to our QuickBooks proadvisor now.
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