Hi, I'd like to create a data base with all of our companies clients. ( Names numbers) How can I do this through Quickbooks?
Hello there, paloma-digphx-co.
If you're you're currently using QuickBooks Online for Accountants, you can export client lists which has the client's company name and ID. On the other hand, if you're referring to the customer information list, you have the option to export it as well. I'll show you how:
Go to the Gear icon and click Export data.
On the Reports tab, remove the items by toggling the slider.