How to Export Customers & Contacts from QuickBooks Desktop?

by James Antonio

QuickBooks Desktop saves your precious time with its bunch of unique features. However, exporting is one of the useful options to address the challenges encounter with complex process of manual entries. It provides ease of exporting customer’s lists, contacts, and other details from QuickBooks although, we know that an organization’s accounting software contains a list of vendors, customer’s contacts, and their address. You can easily export such data as a CSV file. This article is mentioned up with the simple steps to Export Customers and contacts from QuickBooks Desktop.

How to Export Customers & Contacts from QuickBooks Desktop

Scenarios in Which Export Feature is Time Saviors:

  1. Exporting is beneficial when you are attending any conference meetings and need insights about customers
  2. Data Analytics and extraction processes sometime you might require the list of customers
  3. Moreover, to enhance sales in a sales company, customers data is needed for calling purposes; in such cases, manual entries of a vast customer list are complicated and time-consuming. You can save your time by exporting the option of QuickBooks.

How to Export Customers & Contacts from QuickBooks Desktop?

QuickBooks permits you two methods for importing customer’s details to Excel. One is through Report Page and the other one is the Customer page. Let’s explore the in-depth steps of each technique:

Method 1: Start Exporting Customer Data through the Customer Page

If you are using Customer page to export data, then you can easily export customer information like Company, Name, Phone number, Customer Type, Email Address, Currency, Notes, Balances, Address and notes.

Here are steps where to go to export your customers from QuickBooks Company files:

  1. Open QuickBooks on your system
  2. Locate the left menu and click on Sales
  3. Hit on Customers
  4. Choose the Export option located next to the print button
  5. Give a click to Export to Excel

Method 2: Begin Exporting Customer information with Reports Page

The report page lets you customize entire data regarding a customer you need to export to Excel. This method is more beneficial if you are searching for specific data or customization. Here are the steps:

  1. Open the QuickBooks and search in the left menu
  2. Click on Reports option
  3. Hit on Sales and Customer button
  4. Choose Customer Contact List; here you are permitted to perform any modification if required through choosing the three vertical dots appearing on the screen
  5. After this, click on Customize
  6. Below the drop-down button named Rows/column, hit on Run Report
  7. If you want to execute the same report in the future, you can click on Save Customization located at the upper right
  8. Click on Export option near the Print icon
  9. At last, Click Export to Excel.

Why Dancing Numbers Exporter?

We know that using a utility saves more time, so it is the best decision to choose software to export data more accurately. Dancing Numbers Exporter is one of the productive tools to simplify the task of exporting data. It reduces the burden of entering manual entries. Moreover, you can export customer data in batch in a few clicks. So download this useful software from Dancingnumbers.com.

That’s all about How to Export Customers & Contacts from QuickBooks Desktop. So start the export process to save more time. It is advisable to take a backup before export. Stay tuned; here and you will get latest blogs to smooth your import, export, and delete process.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Exports

Deletes

Customization

How Dancing Numbers Will Help You

 

Dancing Numbers is SaaS-based software that can easily be integrated with your QuickBooks account. You can import, export, and delete lists or transactions from your company file. Using Dancing Numbers you can simplify and automate the process, saving time and increasing productivity. Just fill in a few fields and apply the relevant features to complete the task.

It saves your time and money that you can invest in your business. It has no human errors, works automatically, provides a user-friendly interface (easy to use and learn), and more. You can also have access to the comprehensive features set if you use it to import, export, and delete services.

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

Devices Supported

  • Windows

Deployment

  • On Premise

Language Support

  • English

Pricing Model

  • Annual Subscription

Customer Types

  • Small Business
  • Medium Business

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.

Get Support

The Bulk Import, Export, and Deletion can be performed with just an easy single-click. We offer a simplified process that assures you that you will be able to focus on your core work.

Are you worried about losing your time with error-prone software? Worry no more. Our error-free add-on lets you focus on your work and boost your productivity rate to a considerable extent.

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