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Everything you need to know about banking in QuickBooks Online - Discover more
robertcarganfloo
Level 1

Hi, I am using an iPhone 13. I would like to export my customer list from my old account to my new account on QuickBooks. Is this possible?

 
1 REPLY 1
Rea_M
Moderator

Hi, I am using an iPhone 13. I would like to export my customer list from my old account to my new account on QuickBooks. Is this possible?

Currently, the option to export a customer list using the QuickBooks Online (QBO) app is impossible, Robert. With this, I'd recommend logging into your account via a web browser to complete this task. I'll guide you throughout the process.

 

You can export your customers' information in QBO by going to the Customers or Reports page.

 

If you want to export from the Customers menu, you can export data like Customer, Company, Address, Phone number, Email Address, Attachment, Open Balance, and Notes. To do this, here's how:

 

  1. Go to the Sales menu.
  2. Select Customers.
  3. Click the Export to Excel icon next to the Print icon. 80.png

 

On the other hand, if you opt to export customer details from the Reports menu, you can customise the information you need. For the step-by-step guide on how to do this, please see this article: Export customer data to Excel.

 

Once everything is all set, import your customer list to your new account.

 

For additional importing or exporting concerns, let us know by replying to this thread. We'll be willing to lend a hand. Keep safe, and have a good one.

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