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Level 1

Can I export my customer list to Google Sheets so I can edit the list before importing to a new CRM?

I want to eliminate about half of my customers before importing into a new CRM. How can I do that?
2 Comments
Moderator

Can I export my customer list to Google Sheets so I can edit the list before importing to a new CRM?

Hello there, cornerstone-pd-.

 

We can visit our QuickBooks App Store and look for a third-party application that helps you export your customer list in QuickBooks Online to Google Sheets. Then, integrate it with QuickBooks. You can also log in to your QuickBooks account and follow the steps below to search for an application. Here's how:

 

  1. Go to Apps on the left panel.
  2. Enter a keyword in the search box.
  3. You can view the description after you found one. 
  4. Click the Get app now button.

 

Let me know if you have other questions. Take care always.

Level 15

Can I export my customer list to Google Sheets so I can edit the list before importing to a new CRM?

Utilize the trial period of an exporter tool

https:// transactionpro.grsm.io/qbo

 

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