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How to export your customer list from QuickBooks Desktop into a CSV File
How to export your customer list from QuickBooks Desktop into a CSV File
Jil O. avatar
Written by Jil O.
Updated over a week ago

Click the "Excel" down-arrow button in the Customer Center menu bar at the top of the screen. 

Select "Export Customer List" from the pull-down menu. 

Select the  "Export to a Comma Separated Values (.csv) file" option.

Once the steps above have been complete, please send you CSV file to datahelp@housecallpro.com to be formatted and uploaded into your account.

Learn more about how Housecall Pro easily integrates with your Quickbooks Online account.


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