How to Export Customer Data to Excel in QuickBooks Online

In this article, we are going to discuss how to Export Customer data to Excel. We will provide a proper format to export customer information from QuickBooks Online to MS Excel. Learn multiple ways by contacting our Intuit Certified Proadvisors through the toll-free number +1-855-441-4417.

In our previous discussion, we have covered Export your Reports to Excel in QuickBooks Online based on user queries. If you want to get more information about this issue then go through the link or looking for an easy way to fix the query then contact us.

With the help of two ways, you can easily export your customer information to MS Excel. You can do it firstly from the ‘Customer Page’ and other ways are to from the ‘Reports page’. Each method will lead the separate and specific result and will directly affect your information which you want to export to excel.

How to Export Customer Data To Excel from the Customers Page

In this section, you will know the steps that help you in exporting customer data from the customer page. If you want to export from the customer page, you are eligible to export information such as Name, Company, Address, Phone Number, Email Address, Customer Type, Attachments, Currency Balance, and Notes. 

  • In the first step, From the left menu, you have to choose “Sales” and then “Customers”.
  • After that, choose the “Export” icon will see next to the Print icon
  • In the end, pick “Export to Excel”

How to Export Customer Data To Excel from the Reports Page

In this section, you will know the steps that help you in exporting customer data from the Reports page. If you are willing to export from the Reports Page, you are required to customize the customer information you want to export to MS Excel. It is more helpful if you are seeking something more specific. It also helps you when you want the capability to customize information.

  • First of all, choose “Reports” from the left menu
  • Then visit the “sales and customer” section
  • After that, Choose “Customer contact list”

Note: Whenever you require, you can modify the reports by clicking on three dots, you will see in this format (⋮) icon, and then “Customize”

  1. Inside the Rows/Column drop-down, simply choose “Change columns”
  2. Manually add your desired columns, then pick “Run Report”
  3. If you are planned to run the same report(the similar report) not yet but some other time then choose “Save Customization” will see at the upper right
  • After that, choose the “Export” icon will see next to the Print icon
  • At last, simply choose “Export to Excel”

In Bottom Line

Our article successfully ends here with complete guidance containing steps to export customer data to excel. For further inquiries, you can immediately contact QuickBooks Support through the toll-free helpdesk number mentioned above. In an alternative ready to contact our experts by dropping mails along with the details of your queries or interact us through 24/7 live chat support service for faster and instant replies.

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