1 / 3

A Step-by-Step Guide to Exporting Your Customer List from QuickBooks Online

This guide offers a detailed approach to exporting a customer list from QuickBooks Online. It explains the significance of maintaining an accurate and accessible customer database and outlines the steps involved in exporting this information.

QB
Télécharger la présentation

A Step-by-Step Guide to Exporting Your Customer List from QuickBooks Online

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript


  1. SaasAnt Inc A STEP-BY-STEP GUIDE TO EXPORTING YOUR CUSTOMER LIST FROM QUICKBOOKS ONLINE www.saasant.com

  2. A STEP-BY-STEP GUIDE TO EXPORTING YOUR CUSTOMER LIST FROM QUICKBOOKS ONLINE 1 Accessing Export Feature • Locate where to start the export process. 2 • Choose the specific customer details to export. • Selecting Customer Data 3 • Decide on the format (e.g., CSV, Excel). Export Format Options Executing the Export 4 • Follow the steps to export the data. 5 • Ensure the accuracy of exported information. Data Verification

  3. FOR MORE DETAILS VISIT • Step-by-Step Guide to Exporting Your Customer List from QuickBooks Online www.saasant.com

More Related