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Established Member

Exporting Additional Contacts

How do I export the additional contact information from Quickbooks? 

 

I went into reports, customer lists, customize report, added primary and secondary contact columns but there is no option for additional contacts.

12 Comments
QuickBooks Team

Re: Exporting Additional Contacts

Good day, spathy320.


Thanks for reaching out to us here in the Community. I can help better manage your business’s contact information.


I'm glad to let you know that you can use the Intuit Interchange Format (.IIF) files to both export and import QuickBooks Desktop data. Before exporting the data, make sure to log in to your company file as the Administrator and you’re in a Single-User mode.

 

Let me provide you the steps on how to export the contact information:

 

  1. Go to File at the top menu bar, and select Utilities.
  2. Choose Export , and click on Lists to IIF Files.
  3. Put a check mark next to each of the list you want to export and then click on OK.
  4. In the Export window, choose the location where you want to save the .IIF file.
  5. In the File name field, delete the asterisk (*) and enter the file name.
  6. Choose IIF Files for the file type.
  7. Choose Save.
  8. Click on OK.

Here's an article for more information on how to export or import IIF files.

 

If you need further assistance with the process, don't hesitate to let me know. I'll get back to you as soon as possible. Have a great day ahead.

Established Member

Re: Exporting Additional Contacts

This solution only gives me the contact information for PRIMARY and SECONDARY contacts. Any contacts listed as ADDITIONAL contact does not export out. How do we export out additional contacts? See attached pic for clarification.

QuickBooks Team

Re: Exporting Additional Contacts

Hey there, spathy320.

 

I appreciate you for getting back to us with additional information about the data you need.

 

Right now, you can only export report for primary and secondary contacts in QuickBooks Desktop. Since exporting customer data for additional contact is currently unavailable, I recommend you send feedback straight to our product development team.

 

In the meantime, you can enter them on the exported Excel file manually. This will help us know what product feature/option works best for your business.

 

You can send your feedback by following these steps:

 

1. Click the Help tab at the top menu bar.

2. Select Send Feedback Online.

3. Click Product Suggestion.
4. Enter your suggestion.
5. Click Send Feedback.

 

Let me know if you have additional questions with exporting customer information. I'll be around for you. Wishing you all the best.

Frequent Explorer *

Re: Exporting Additional Contacts

This can only be done in Quickbooks enterprise with ODBC.

Established Member

Re: Exporting Additional Contacts

Can you print a customer report showing information entered under secondary or primary contact.  Why a have the fields if you cannot get the data out???

 

Ugh

Mel

QuickBooks Team

Re: Exporting Additional Contacts

Hello, @Mel63.


Thanks for joining the conversation. I’d like to add to this discussion and share some more information about the Customer Contact List report.


As mentioned by my colleague, pulling up the details entered under the primary and secondary contact is currently unavailable. The report only shows Customer’s information and the name of the Secondary and Primary Contact. 


You have to go to the Customer Center page to view the details. Here’s how:

  1. Go to Customer menu and select Customer Center.
  2. Select the customer from the list. (See screenshot below.)
  3. Under Customer Information, select Contacts.

 

Check out our website for any information you might need in the future: Help articles for QuickBooks Desktop.


That should do it. Let me know if you have any question, I’m here to answer them for you. Take care and have a good one!

Community Explorer **

Re: Exporting Additional Contacts

I am also looking for an answer to this. You show a picture of how to view the additional contact information in customer center but how do you export that information out? If I am wanting to use those emails for email marketing there is no way to get that exported out and it is not feasible to go thru each and every customer manually. What is the best way to get this out? Is it a 3rd party program or what?

QuickBooks Team

Re: Exporting Additional Contacts

Hello there , MickeyK. 

 

We can only export and pull up customer's main information, as mentioned by my colleagues above. These are the Primary and Secondary contact information. 

 

You can check out our list of third party apps in the App Center. From there, you can view how the app works and a few reviews from other customers. 

 

If you need anything else, I'll be around to help!

Community Explorer **

Re: Exporting Additional Contacts

Yes I understand how do use that but the "additional contacts" is impossible to export the "email" address associated with primary and secondary in the additional contacts as Mel had mentioned in the earlier part of this post.

QuickBooks Team

Re: Exporting Additional Contacts

Hi @MickeyK,

 

Currently, there isn’t a way to export your customer’s additional contact information.

 

Also, the only information you can export are those which are entered in your customer’s main contact information.

 

In the meantime, you can follow the steps given by my colleague above to view the additional contact information for your customer.

 

Don’t worry, I’ll pass this along to our engineers so they’d know of your suggestion and its benefit to your business.

 

You can always visit our QB Self-Help page in case you want to learn some basic processes in QuickBooks.

 

Please let me know if you have any other questions or concerns.

Community Explorer **

Re: Exporting Additional Contacts

Thank you for your input. I do know how to view the information for additional contacts. I was able to export this data using the "Advance Reporting" feature or our QuickBooks Enterprise Desktop.

 

I plan on submitting a recommendation to the support to make this process easier as the Advance Reporting is pretty complex and non-user friendly for the daily user.

QuickBooks Team

Re: Exporting Additional Contacts

Thanks for getting back to us, @MickeyK.

 

I can see how this option would be helpful for you and your business. Rest assured, I'm making it my top priority that your feedback reaches our Product Development Team. They're always looking for great ideas from users, like yourself, when deciding how to enhance QuickBooks.

 

Just in case, I'm adding these articles for future reference:

 

 

I also recommend visiting our website for tips and other resources: Self-help articles.

 

Please let me know if you have other issues or concerns. I'll be here to help. Have a good one!