How Do I Export My Customers From Quickbooks?

You have the ability to import your Customers into LMN's CRM module by way of the data you extracted from your Quickbooks. To generate a spreadsheet export file of your customers from Quickbooks, do the following:

  1. Access your Quicbooks company file
  2. Click Reports.
  3. Click Customers (it may appear as Customers & Receivables).
  4. Click Customer Contact List.
  5. Click Customize Report (top-left).
  6. Select/checkmark the Columns you wish to have extracted onto the report.
  7. Press OK.
  8. Click Excel (at the top).
  9. Click Create New Worksheet.
  10. Click Export.
  11. When your report is generated, the spreadsheet should open up in Excel automatically.
  12. Copy and paste your information onto our Import Template spreadsheet (found HERE).

For further instructions on Importing your Customers into LMN's CRM, click HERE.

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