QBO - Client Data Export

QBO (QuickBooks Online) Export

1. Click Reports.

2. Scroll down and select Customer Contact List.

3.Click the gear icon on the right-hand side.

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4. Select the following columns:

  1. Customer
  2. Phone Numbers
  3. Email 
  4. Full Name
  5. Billing Address
  6. Phone
  7. Company Name
  8. Billing Street
  9. Billing City
  10. Billing State
  11. Billing Zip
  12. Billing Country
  13. Last Name
  14. First Name
  15. Customer Type OR Entity Type

5. Select the Export Icon.

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6. Choose Export to Excel.

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