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orders23
Level 1
posted
‎April 21, 2021 08:12 AM
last updated ‎April 20, 2021 3:12 PM

I would like to export customer detail to a spreadsheet including payment and billing terms. How do I do this?

 
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2 Comments 2
Kristian_S
QuickBooks Team
QuickBooks Team
‎April 21, 2021 11:25 AM

I would like to export customer detail to a spreadsheet including payment and billing terms. How do I do this?

Hi orders23,

 

If you export from the Customer page, you'll be able to export information like Name, Company, Address, Phone number, Email Address, Customer type, Attachment, Currency, Balance, and Notes.

  1. From the left menu, select Sales, then Customers.
  2. Select the Export icon next to the Print icon.
  3. Choose Export to Excel.

Unfortunately there is no way to export payment and billing terms as you have mentioned, but if you were to put this information in the Notes section of each customer then this could be a potential work-around!

 

I hope this is adequate for you.

 

Kristian. 

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Fiat Lux - ASIA
Level 15
‎April 21, 2021 05:14 PM

I would like to export customer detail to a spreadsheet including payment and billing terms. How do I do this?

@orders23 

Utilize an exporter tool to export Invoices, Receive Payments, and Sales Receipt data to XLS/CSV.

https://transactionpro.grsm.io/qbo

 

 

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