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markalanmays
Level 1

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

 
Solved
Best answer November 29, 2020

Best Answers
MichelleBh
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

2 Comments 2
MichelleBh
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

BMXrider64
Level 2

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

The answers provided are always a cover for the true reason. What do you mean theres no customer list. That's funny- when I create an invoice and add a customer, a populated list of MY CUSTOMERS is coming from somewhere. To suggest such a thing doesnt exist is just silly. I'll answer the question- Its because they want you to upgrade. Self Employed is a super neutered version of the real quickbooks. They knew a market existed for a lower price point so they created a platform of stripped functionality to justify the cost of the full version. They are also smart enough to know the average business owner is too busy to spend the time to migrate info over to another vendor and learn a new system. Hook, line and sinker. I say all of this as a paying subscriber but have come to terms that you can really do much and if its not readily obvious how to do something, asking on these forums will just get you some cooked up marketing jazz.

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