Export Customer List from QuickBooks to Excel

by James Antonio

Wondering how you can export customer lists from QuickBooks yourself?

You should know that it is a simple, so it yourself process. But before that, it is better to understand the relevance of customer list data in QuickBooks. The customer list in your QuickBooks accounting software stores the list of your customers, their addresses, contact details. You can use these details to send invoices to your customers and record different transactions as well.

Export Customer List from QuickBooks to Excel

You can export the customer list in excel and keep it for analysis and maintaining records. This data helps in managing your customers in QuickBooks. And you will not have to keep any manual or paper-based records, since everything is already there in your QuickBooks accounting software. You can add or set up new customers when required, edit and manage the list whenever you wish to. Let us move to our next section, where we are going to discuss the option available to you for exporting the customer list from QuickBooks to excel and the steps to perform them.

Process to Export Customer List from QuickBooks to Excel

If you want to export your customer list and information from QuickBooks to excel, you can do so by using below two options:

  1. Exporting customer list/data from customer’s page.
  2. Exporting customer list from the Reports page.

We will see a step-wise step process for both the options:

Exporting Customer List/Data from Customer’s Page

If you export the customer list using this option, you will be able to get the details like Name, company, address, phone number, email address, customer type, Attachment, currency, balance, and notes, etc. You can follow the below-numbered steps to perform the export process:

Step 1. First of all, open QuickBooks, select sales from the left menu and then click on customers.

Exporting customer list/data from customer’s page

Step 2. In this step, locate the export icon next to the print icon and click on it.

Step 3. After the above, in the last step, click on export to excel.

Exporting the Customer List or data from the Reports page

If you decide to choose this option, you will be able to customize your customer list as per your requirement before you export it in excel. This helps specifically in the case where you are in need of information in a particular format. You need to simply follow the below steps to export the customer list.

Step 1. At first, open QuickBooks and click on Reports from the left menu.

Step 2. Now you need to go to the sales and customer section and choose customer contact list.

Step 3. After clicking on the customer list, you can modify the list by click on the three vertical dots and then clicking on customize. You can select change columns under row/column drop-down, add desired columns and then choose to run the report. If you want to use the same parameters in future click on save customization at the upper right menu.

Exporting the customer list or data from the Reports page
Exporting the customer list or data from the Reports page

Step 4. After you are done with the customization, click on export icon next to the print icon and then click on Export to excel.

We have tried to be inclusive as well as simple in detailing the process steps, so that even a lay man can understand it without much hassle, hope it proves to be insightful for you. We have also collated a few frequently asked Questions from users, let us discuss those in the next section, so that, you can gather more knowledge around the topic.


Need Some one on one QuickBooks Assistance?


Can you List the Steps I can use to Export the Vendor List from QuickBooks to Excel?

First, click on the centre comprising of the vendor list that you wish to export. Now click on vendors you want to export, and click on the excel drop-down menu and click on the export vendor list. After that, go to the export window and choose whether you wish to create a new worksheet or update the existing one. Once you are done with this, you can click on the export button to export the vendor list in an excel sheet.

Would you Please help me in Exporting Customer Notes from QuickBooks Desktop?

At the start, go to the Reports, select list, and then click on the customer contact list. After that go to the customized report button and select display. Now select notes under columns and put a check-mark on all note selection. After that, you need to click on OK and select excel, and choose to create a new worksheet.

Can you Help me in knowing the Process of Emailing a Batch invoice in QuickBooks Desktop?

First of all, open the QuickBooks desktop and go to the File menu. After that, select send forms and click on the checkbox against each invoice or form that you wish to send. If you want you can choose to combine forms to a single recipient in one email option and send multiple forms to one customer. After that, you just need to click on send now to send the emails.

Can you List down the steps to add Lines to an Invoice in QuickBooks?

You need to start the process by clicking on the plus icon and select invoices under customers. Now you need to fill up the necessary required information, then click on the last box/line under product/service to add a row. After that, click on add the product/item and amount details, and then click on save and close.

Can you let me Know how can Print a Line Invoice in QuickBooks?

First of all, you need to click on File from the upper menu and then click on Select Print forms. After that, click to choose invoice and then select the invoices you wish to print and click on OK. After that, you need to put a check-mark beside the do not print lines around each field box and then click on the print button.


Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Easy Process

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Error Free

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

On-time Support

We provide round the clock technical assistance with an assurance of resolving any issues within minimum turnaround time.

Pricing

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Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

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Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

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Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

Get Support

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

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