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Level 1

How do I export client payment information into our new company

 
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Level 11

How do I export client payment information into our new company

If you can prepare the data transactions of invoice, receive-payments (to invoice), and sales receipt in XLS/CSV, utilize these 3rd party tool to import them in bulk.

https://transactionpro.grsm.io/qbo

https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

 

Hope it helps.

 

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Moderator

How do I export client payment information into our new company

It's good to see your post here, haroldo-drachenb.

 

QuickBooks doesn't store your client's full credit card information for security reasons. You can only export client details and the last four digit of their credit card information by running the Customer Contact List report.

 

Here's how:

  1. From the left menu, click Reports and search Customer Contact List.
    QBO report2.PNG
  2. Click Customize, and go to the Rows/Columns section.
  3. Choose the Change columns hyperlink, and put a check mark in the Credit Card # box.
  4. Hit Run report.
    QBO report1.PNG

I suggest contacting your client to get their credit card information updated.

 

You may want to visit this article to learn more about exporting customer data to excel.

 

Let me know you have follow-up questions. I'm always delighted to help. Have a great day and take care!

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