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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