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Exporting Contacts from QuickBooks Online

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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.

 

 

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