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Transferring customer list from one company to another

I have just set up a customer list for one of my QBO companies. I would like to transfer that list into another of my QBO companies, but if I export the list, it's not in the right format to then import it.

 

I want a single customer list for all 3 QBO companies. How do I do that without having to enter data multiple times?

 

Thanks.

Solved
Best answer 07-30-2019

Accepted Solutions
Level 1

Re: Transferring customer list from one company to another

Thank you.

 

I was able to transfer most of the details using that method. I couldn't find all of the columns I wanted (I had to go in to each customer and change the Preferred Delivery Method and the Display Name) but it did save a lot of time.

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2 REPLIES 2
Moderator

Re: Transferring customer list from one company to another

I'd be happy to assist you today, CG74.

I'm here to help you with transferring your customer list from one company to another. Let's get started.

 

Transferring your customer list in QuickBooks Online is quick and easy.

 

Here's how:

 

  1. Log in to the account that has your lists.
  2. Select Reports from the left menu.
  3. Depending on what list you need to export, search for and run Customer Contact List report.
  4. Customise the list report’s columns. Select each report below to check how their columns should be ordered.

    Customer Contact List Report

  5. After saving your report, export it.
  6. Open the exported report in Excel.
  7. Delete rows 1-4 to remove your company name and report title from the sheet.
  8. Save your report again as Excel or CSV.

z.PNG x.PNG c.PNG

 

After that, you can check out this article for the detailed steps in importing your lists into another QuickBooks Online company: Move your lists to QuickBooks Online.

 

To know more about importing and exporting your lists in QuickBooks, check out these articles:

 

For account discussion, feel free to reach out to our QuickBooks Online Support.

 

  1. Sign in to your QuickBooks Online Company.
  2. Click (?) Help at the upper right corner.
  3. Select Contact US on the pop-up.
  4. Enter a brief description of your concern then hit Continue.
  5. Click Get a callback.
  6. Enter your contact information.
  7. Select Call me.

I'll be around to help if ran into a different situation while transferring your list in QuickBooks. Don't hesitate to drop a reply below. Have a good one.

Level 1

Re: Transferring customer list from one company to another

Thank you.

 

I was able to transfer most of the details using that method. I couldn't find all of the columns I wanted (I had to go in to each customer and change the Preferred Delivery Method and the Display Name) but it did save a lot of time.

View solution in original post