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How do I export to CSV the full customer list with all fields so they can be updated?

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How do I export to CSV the full customer list with all fields so they can be updated?

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Mr.Abacus IndustriesJanice Johnson Janice Johnson 110 Main StreetSuite 2000  DallasTX99875 400 East Street   DallasTX99875 (603) 555-2000(603) 555-2001(603) 555-2002(603) 555-2003 [email address removed]ResidentialNet 30  12345678CheckPrintY  
Mr.Walker AssociatesLeonard Walker Leonard Walker 9 Winding Road   WinchesterNY12345 9 Winding Road   WinchesterNY12345 (603) 555-3000(603) 555-3001(603) 555-3002(603) 555-3003 [email address removed]CommercialNet 30   CheckEmail   
Mr.Pinnacle PartnersLisa Smith Lisa Smith 19 Jerico Drive   BensalemPA84256 19 Jerico Drive   BensalemPA84256 (603) 555-4000(603) 555-4001(603) 555-4002(603) 555-4003 [email address removed] Net 30   CheckNone   
QuickBooks Team

How do I export to CSV the full customer list with all fields so they can be updated?

Welcome to the QuickBooks Community, michael213!


I appreciate you reaching out to me here. I'd be happy to guide you in the right direction when it comes to exporting your customer list.


QuickBooks Online provides the option to export and import data such as Customers, Suppliers, bank transactions, and more. Here's how you can export your customer list as a CSV file:


  1. Open the "Customer/Supplier" Centre.
  2. Select the "Excel drop-down", then choose:
    • Export Customer/Supplier list if you want to export customer/supplier data such as name, balances and contact information.
    • Export Transactions if you want to export transactions (either by name or transaction type).
  3. In the Export window, choose "Create a comma separated values" (.csv) file.
  4. Select "Export".
  5. Assign a file name, then choose the location where you want to save the file.
  6. Locate, open, and edit the file as needed.

Here's an article for reference.


Don't hesitate to reach back out if you have any other questions. 

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