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Level 1

I have QB Self-Employed. Can export my customer contact info to a CSV or excel file?"

 
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Best answer November 29, 2020

Best Answers
QuickBooks Team

I have QB Self-Employed. Can export my customer contact info to a CSV or excel file?"

Hello, @markalanmays.

 

Currently, we're unable to export customer's contact information into the CSV file since QuickBook Self-Employed (QBSE) doesn't have a customer list. 

 

As a workaround, I'd suggest exporting one customer's invoices via Pdf one at a time. Let me guide you how: 

 

  1. Go to the Invoice menu on the left side.
  2.  Locate the transactions, then click the drop-down arrow under Action
  3. Chose Export as PDF

 

 

You can also utilize the third-party app offered by QuickBooks. 

 

Here's how: 

 

  1. Go to this link: https://quickbooks.intuit.com/app/apps/home/?albRedirect=true&.
  2. Make sure the country is correct. 
  3. Search exporter in the box.

 

I also consider that it's a good idea to have the option to export customer's contact information so you can use outside QBSE. Rest assured, I'll take note of this idea. I also encourage visiting our blog to stay current with the latest QuickBooks news and updates.

 

Additionally, I've added here some resources that you can visit about some How to do I questions in QBSE for your future reference:

 

 

Please drop a comment below if you need anything else. I'm always here to help. Keep safe!

View solution in original post

1 Comment
QuickBooks Team

I have QB Self-Employed. Can export my customer contact info to a CSV or excel file?"

Hello, @markalanmays.

 

Currently, we're unable to export customer's contact information into the CSV file since QuickBook Self-Employed (QBSE) doesn't have a customer list. 

 

As a workaround, I'd suggest exporting one customer's invoices via Pdf one at a time. Let me guide you how: 

 

  1. Go to the Invoice menu on the left side.
  2.  Locate the transactions, then click the drop-down arrow under Action
  3. Chose Export as PDF

 

 

You can also utilize the third-party app offered by QuickBooks. 

 

Here's how: 

 

  1. Go to this link: https://quickbooks.intuit.com/app/apps/home/?albRedirect=true&.
  2. Make sure the country is correct. 
  3. Search exporter in the box.

 

I also consider that it's a good idea to have the option to export customer's contact information so you can use outside QBSE. Rest assured, I'll take note of this idea. I also encourage visiting our blog to stay current with the latest QuickBooks news and updates.

 

Additionally, I've added here some resources that you can visit about some How to do I questions in QBSE for your future reference:

 

 

Please drop a comment below if you need anything else. I'm always here to help. Keep safe!

View solution in original post

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