how to import customer list into QuickBooks desktop - PowerPoint PPT Presentation

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how to import customer list into QuickBooks desktop

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User can easily import the customer list into the QuickBooks Desktop, QuickBooks desktop using different – different file formats and importing the customer list into the QuickBooks Desktop, there are 5 to 6 steps mention to complete these all process let’s look how to import customer list into QuickBooks Desktop. – PowerPoint PPT presentation

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Title: how to import customer list into QuickBooks desktop


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How to Export a QuickBooks Customer List
  • QuickBooks business accounting software stores an
    inventory of your customers and their addresses
    and get in touch with details so you'll invoice
    them and record transactions within the program.
    QuickBooks also allows you to export customer
    data as a Microsoft Excel or CSV file so you'll
    use the knowledge for other purposes, like
    compiling a list or importing the info to a
    different program. you'll export a customer list
    from the Customer Centre within the main
    QuickBooks menu. how to import customer list into
    QuickBooks desktop

3
  • Launch QuickBooks.
  • Click "Customer Center" within the main menu to
    open the customer list.
  •  
  • Click to display the purchasers that you simply
    want to incorporate the list. you'll got to click
    the "Customers and Jobs" tab at the highest of
    the screen to look at all customers.
  • Click the "View" down-arrow button to display an
    inventory of filters. Click to pick a filter if
    you would like to export list entries that meet
    only certain criteria, for instance, customers
    who bought a selected product. Skip this step if
    you would like to export all list entries.

4
  • Click the "Excel" down-arrow button within the
    Customer Center menu bar at the highest of the
    screen. Select "Export Customer List" from the
    pull-down menu.
  • Select the "Create a replacement Worksheet"
    option within the Export window to make a
    replacement Excel worksheet or choose the "Export
    to a Comma Separated Values (.csv) file" option.
  •  
  • Click the "Export" button to make the list.
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