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We are a new user of QBO. Can anyone tell me how I can export a list of Customers that includes the unique record identifier for each Customer record please?

 
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QuickBooks Team

Re: We are a new user of QBO. Can anyone tell me how I can export a list of Customers that includ...

Hello user94657,

 

You can pull up the Customer Contact List report to include the identifier. Let me walk you through the steps on how to export a list.

  1. Click Reports.
  2. Type Customer Contact List in the Find report by name field.
  3. Click the Customize button to add the Columns where you enter your identifier.
  4. Click Run report.
  5. Click the Export icon beside the Printer icon.
  6. Click Export to Excel.

Once done, an Excel Spreadsheet will open where you can view your list.

 

Feel free to read this article for more information: Export reports, lists, and more.

 

You can also visit this link for future reference: https://quickbooks.intuit.com/community/Reports-and-accounting/bd-p/reports-account?label=QuickBooks....

 

If there's anything else I can help you with, please don't hesitate to post anytime.

 

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