Exporting your data from Quickbooks should be a relatively easy process once you see how it is done. There are two different Quickbooks platforms that you'll potentially be exporting from. The company that makes Quickbooks, Intuit, has a desktop version for your computer and a online version that you can access through your web browser. The following article will discuss some export processes from both versions of Quickbooks.

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The following example of steps are for the export of customer information from Quickbooks. (Servicetrade can import this customer data to you account which can include: Customer Name, Address, Phone, Email, Shipping Site name, Shipping address, etc.) :

Customer Export from Quickbooks Desktop (Screenshots from QBD 2013):

1: Click Customers in the left nav OR from the top nav Customers->Customer Center.

2: In the Customer Center, Click Excel -> Export Customer List

3: In the Export dialog window, select the radio button: “Create a comma separated values (.csv) file”. Click the blue Export button.

4: You can then choose the location of the file and time name on your computer.

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Customer Export from Quickbooks Online:

1: Login to your QuickBooks Online account.

2: Click on the Reports tab on the menu bar:

3. In the Go to report search box, enter Customer Contact List:

4. In order ensure the correct data is exported we'll want to customize this report.  Click 'Customize' in the top right:

5. In the Customize report popup, click the 'Change columns' link:

6. Click the check boxes to select the optional columns.  Match the selected options with the screenshot below.  Once you select all the needed options, click 'Run Report' at the bottom of the popup:

7. The report will change to include the selected columns.  The final step is to export this report to a spreadsheet.  Click the 'Export" button (box with arrow pointing out) in the top right and choose 'Export to Excel'.  This will allow you to choose a place on your computer to save the file.  

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Item Export from Quickbooks Desktop (Screenshots from QBD 2013):

1: Click 'Customers' at the top of the screen.  Then choose 'Item list' within the dropdown menu:


2: Your QB item list will then show on the screen.  At the bottom of this page there will be a series of buttons.  Click the 'Excel' button and choose 'Export all items'. 


3: Choose 'Create a comma separated values (.csv) file' and click 'Export'.  This will allow you to pick a folder on your computer to save the export to.  

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Item Export from Quickbooks Online:

1: While logged into Quickbooks Online, click on the gear icon in the top right hand corner of the screen.  Then choose 'Products and Services' from the menu:


2: The Products and Services main menu will load.  Click the 'More' button in the top right and click 'Run Report':


3: On the report page you'll see a list of your items with costs and prices.  In order ensure the correct data is exported we'll want to customize this report.  Click 'Customize' in the top right:

4: In the Customize report menu, click the 'Change Columns' link: 

5: Check the boxes that are available to match the selected boxes in the following screenshot.  Then click 'Run Report' at the bottom of that menu:


6: The report will change to include the selected columns.  The final step is to export this report to a spreadsheet.  Click the 'Export" button (box with arrow pointing out) in the top right and choose 'Export to Excel'.  This will allow you to choose a place on your computer to save the file.  

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Intuit also provides resources that will help you export data. The following link will bring you to Intuit's Help page where exporting data is discussed:

http://support.quickbooks.intuit.com/support/pages/inproducthelp/Core/QB2K12/ContentPackage/ThirdParty/Excel/ov_excel_export.html

Once you have exported your information to Excel, then you can visit the Bulk Import page in ServiceTrade to see how to import that information into our system:

https://app.servicetrade.com/import/index

As always, don't hesitate to give us a call if you get stuck!

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