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joangugg
Level 2

We are going back to desktop how can I import customer file

import from online to desktop - customer file only
2 Comments 2
JonpriL
Moderator

We are going back to desktop how can I import customer file

Hello @joangugg,

 

You can export your customers' information from QuickBooks Online so you can import it to the desktop version of QuickBooks Let me show you how.

 

From QuickBooks Online:

  1. Go to the Gear icon.
  2. Under TOOLS, select Export data.
  3. Select Lists.
  4. Make sure to select only your customers' data.
  5. Click Export to Excel.

Once done, open the Excel file of your customers' data and copy all the entries.

 

In QuickBooks Desktop:

  1. Go to File.
  2. Select Utilities.
  3. Choose Import.
  4. Click Excel Files.
  5. Under List, select Customers.
  6. Paste your customer's data with the appropriate columns.
  7. Click Save Changes.

Additionally, I've also included this helpful reference for a compilation of articles to help organize your customer transactions: Learn the different ways you can track customer transactions in QuickBooks Desktop.

 

If you have any other questions, please let me know by leaving any comments below. I'll be here to lend a hand. 

Fiat Lux - ASIA
Level 15

We are going back to desktop how can I import customer file

@joangugg 

Should you need to migrate customer's transactions, utilize a migration tool. i.e TPExporter for Orline, TPImporter for Desktop.

https:// transactionpro.grsm.io/qbo

 

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