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goldenseedscanada
Level 1

I need to be able to export me customer list, and then clean it, in excel, and import it back in. ANy help?

 
1 Comment 1
Kurt_M
Moderator

I need to be able to export me customer list, and then clean it, in excel, and import it back in. ANy help?

While you can export your customer list to Excel, importing it back into QuickBooks will create duplicate profiles rather than overwriting existing data. To avoid these errors, I suggest manually editing the profiles one by one directly inside the system. 

To start, go to All apps, select Customers & leads, and then open the customer profile, and click Edit to update the details. Once done, select the Save button. 


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