Exporting Customers from QuickBooks

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 an online version that you can access through your web browser.

The following article will discuss some export processes from both versions of QuickBooks. ServiceTrade can import your customer data to your account which can include: Customer Name, Address, Phone, Email, Shipping Site name, Shipping address, etc.

• Steps for QuickBooks Desktop
• Steps for QuickBooks Online

If you need to export items from QuickBooks desktop or online, please visit this support article:
https://support.servicetrade.com/hc/en-us/articles/1500005500482-Exporting-Items-and-Prices-from-QuickBooks

Customer Export from QuickBooks Desktop:

Customer Export from QuickBooks Online:

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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!