How to export contacts from QuickBooks to Excel or Outlook

Modified on: 2017-09-22 13:51:21 -0400


To export customer information from QuickBooks to Excel or Outlook:

  1. Choose Customers > Customer Center.
  2. Click the Related drop-down arrow on the upper-right of the screen.
  3. Click Customer Contact List.
  4. Click Excel or CSV file. A dialog box should appear.
  5. Click Save.
  6. Enter a name for the file, and note where your report is about to be saved. You will need this information to later access it.

To export vendor information from QuickBooks to Excel or Outlook:

  1. Choose Vendors > Vendor Center.
  2. Click the Related drop-down arrow on the upper-right of the screen.
  3. Click Vendor Contact List.
  4. Click Excel or CSV File. A dialog box should appear.
  5. Click Save.
  6. Enter a name for the file, and note where your report is about to be saved. You will need this information to later access it.

Another method would be to export Billing Manager Contacts to a CSV file

You can export your Billing Manager contacts to a comma-separated values (CSV) file. Just go to My Address Book, and then click Export Your Contacts and follow the onscreen instructions.



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