How to Export a Quickbooks Customer List?

How to Export a Quickbooks Customer List?

1. First of all you open QuickBooks Account.

2. After this you click on the "Customer Center" option in the main menu to open the Customer List.

3. Then you click to display the customers you want to add to the list.

4. You may need to click on the "Customers and Jobs" tab at the top of the display to see all the customers.

5. Click on the "View" down-arrow button to display the list of filters. If you only want to export list entries that meet certain criteria, click to select Filter.

6. Click the "Excel" down-arrow button in the Customer Center menu bar at the top of the screen. And then select "Export Customer List" option from the pull-down menu.

7. Select the "Create a New Worksheet" option or "Export to a Comma Separated Values ​​(csv) file" option in the Export window to create a new Excel worksheet.

8. Now you click on "Export" button to generate the list.

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