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mikelfears1
Level 1

Hello, I have Quickbooks Self Employed and I am needing to export my client or customer list so that I can upload into Jobber. Is this possible?

 
2 Comments 2
Rea_M
Moderator

Hello, I have Quickbooks Self Employed and I am needing to export my client or customer list so that I can upload into Jobber. Is this possible?

Currently, exporting the customer list from QuickBooks Self-Employed (QBSE) isn't possible, mikelfears1. However, I'll let you know the different options you have on the platform.

 

While we're unable to export your customer list, you can run and export financial reports and download transactions to manage your financial records. 

 

To run financial reports, here's how:

 

  1. Go to the Reports menu.
  2. Find the report you want to download.
  3. Select the period or tax year from the dropdown.
  4. Choose View or Download or the arrow icon and then Print or Download.

 

On the other hand, to download your transactions, please see this article for the complete guide: Export transactions and get reports in QuickBooks Self-Employed.

 

Furthermore, when you add transactions to your QBSE account, ensure to categorize them to keep your finances accurate.

 

If you have other concerns about exporting your data, please feel free to seek help from the Community. We're always ready to provide the assistance you need.

Accracy Accounting
Level 5

Hello, I have Quickbooks Self Employed and I am needing to export my client or customer list so that I can upload into Jobber. Is this possible?

It looks like QBO app marketplace ha Jobber integration.

As per the integration documentation you should be able to sync customers + product/service from QBO to Jobber. No need to manually upload customers.

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