How to Export your Customer List from QuickBooks Desktop into a CSV File?

by James Antonio

Customer lists play a vital role in an organization to maintain the database of customers. This information related to the client is stored in one place in accounting software to ensure the details are in order. You can easily export the customer list in QuickBooks. It seems a complicated process unless you know the appropriate steps to perform exporting. Here you will learn how to export your customer list from QuickBooks Desktop into a CSV file.

Export your Customer List from QuickBooks Desktop into a CSV File

When did you need to Export Customer List from QuickBooks Desktop?

  • The customer list contains records of existing users who have already purchased your services. It is require when you need to know your customers to enhance the lead and your business
  • When you need to organize customer data
  • The customer list will ensure the ease of finding an invoice to enter information correctly
  • Sales tracking
  • Tracking purchase orders and company inventory
  • When you are analyzing Finance reports and data Analytics you might need to export customer list
  • Exporting information helps to perform various tasks like compiling a mailing list.

How to Export Customer List from QuickBooks Desktop?

Customer lists consist of customer name, address, phone number, email, company name, or VAT number. You can easily export the customer list as a CSV file. Below are the steps you need to follow to exports all these customer details from QuickBooks Desktop in a CSV file:

  • Open your QuickBooks software from the system
  • Locate Customer Center
  • Search for drop-down named Excel and then choose one of the following as required:
    • Export Customer list if you need to export customer data like name, contact details, and balances
    • Export Transactions if you require export transactions (through name or type)
  • Discover window named Export then select .csv file(Create a comma-separated values )
  • Click on the Export button
  • Give a file name to the selected file and then browse the preferred location where you require to save the file like desktop
  • You can locate the file, open it, and then edit the file as needed.

Why Dancing Numbers is Preferred to Export Customer List?

Dancing Numbers Exporter is one of the operative software specifically designed to rationalize the export process in QuickBooks. Don’t worry about compatibility issue which often occurs in most software. This exporter is compatible with advanced versions of QuickBooks. It ensures the smooth-running process of exporting in few clicks. Using a utility is time-saving; this is why software is recommended to perform import, export, and delete.

Dancing Numbers Exporter is designed with advanced algorithms to export batch of customer lists by consuming less time. Your customer list will be assigned a number to make it easy for you to sort the customer. You can easily select the list, edit and perform needed modifications to your customer’s list.

That’s all about How to Export your Customer list from QuickBooks Desktop into a CSV file. Stay updated with the latest informative article published here on this platform. You can easily get accurate steps to export, import, and delete data specifically. Save your time to drive your attention for extracting better strategies to drive your business forward.

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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