If your company wants to start syncing data between QuickBooks and another app, you may wish to the other app to have access to all of QuickBooks’ past. After all, if you want to take advantage of any of their functionality, such as reporting, apps like CRMs and inventory systems should have as much data as possible. In this blog, we’ll go over how to export data from QuickBooks so that you can import it into another software. We distinguish between syncing and migration in another paper. Customers, Products, and Transactions are the three types of data that most businesses choose to export.
How to export customer list from QuickBooks Desktop
Customers and Items are easier to understand than Transactions. This is because they are mere “lists” of documents. A simple list of object names may be used as an item list. The Item list in QuickBooks has a little more information (price, description, and so on), but it’s still pretty straightforward. Because there are Line Items in transactions, they can be a little more complicated. Although Autofy does not provide migration services, there are options for moving large volumes of data once. We’ll go through a few methods in this segment.
You can export the customer details to Excel in two ways. The first can be found on the Customers tab, while the second can be found on the Results page. Each approach yields a different outcome which has an effect on the data you can export to Excel.
Features and Functions: QuickBooks makes it easy to export data to an Excel spreadsheet. Simply press the Export to Excel (middle) icon just above the Action column in the upper right corner of the Products and Services list to do so. When you click, an Excel file containing the entire Products and Services list will be downloaded immediately. You can use the file to import the data into your CRM (or other) software. If you save it somewhere, you’ll remember it.
This move will involve some data manipulation to ensure a good import, which will most likely differ between apps. Be sure to read the support documentation for the app you’re importing for instructions about how to make it work.
Clients: The same steps apply to exporting your Customer list from QuickBooks Online as they do for Products and Services. Simply select the Export to Excel icon in the upper right corner of the screen to download your Customer list.
Transactions: Tap Reports > All Reports > Accountant Reports to export transactions from QuickBooks. Run the Transaction Detail by Account report from there, and choose All Dates from the date range menu. You can export this report to Excel by selecting Export to Excel from the Export icon in the upper right corner.
To export transactions, go to Customers or Vendors, select the transaction form in the top-right filter, and then press “Export…” above. Follow the on-screen directions and save your data somewhere you’ll know. We hope that this will assist you in accessing your QuickBooks results.
Customers data can be exported from the Customers tab
You can export information like Name, Company, Address, Phone number, Email Address, Customer sort, Attachment, Currency, Balance, and Notes from the Customer page.
- Pick Sales, then Customers from the left menu.
- Next to the Print button, pick the Export icon.
- Select Excel as the output format.
Customer data can be exported from the Reports tab
You will customise the customer details you want to export to Excel if you export from the Reports tab. This is a better option if you’re searching for something more descriptive or wish to customise elements.
- Pick Reports from the left menu.
- Go to the segment called “Sales and Customers.”
- Customer Contact List should be selected.
Please note that you need to pick the three vertical dots, then Customise to change the report.
- Change columns from the Rows/Columns drop-down menu.
- Select Run report after adding the columns you like.
- (This is optional.) If you want to rerun this report later, pick Save customisation in the upper right corner.
- Choose Export to Excel from the Export icon next to the Print icon.
To summarise, one of the many features that the software has is its exporting customer list from QuickBooks desktop software. That is why this blog is created to make you aware of this particular feature and aspects related to the same. I hope that this blog helps you understand that function and use it to your benefit.