Exporting Contacts from QuickBooks Online

Exporting your customers and vendors from QuickBooks Online is not as straightforward as you would expect.  Follow the steps below or use the video to see step-by-step how to export your contacts.  Once finished, copy the data to the Contractor Foreman import template.

Need a hand?  We can help.  Send us your exported file and as long as you have the correct columns setup, we will take care of the rest for you.

 

Steps: Reports > Search for Report (Customer Contact List) > Click Customize (upper right) > Rows & Columns > Change Columns > Select columns to show > Run Report > Export to Excel.