We're able to save our mobile app users a ton of time by importing their customer list into Profit Rhino. The only problem is it can take us hours in Excel to manipulate the data into the proper format depending on how the data is organized.
Help us help you! The video below will detail how to export your customers in the proper format, so that we can quickly complete your customer import project.
Step by step instructions are also listed below.
- Once logged into Quickbooks Online, go to Reports
- Scroll down to Sales and Customers and click on 'Client Contact List'
- In the top right hand corner, click on the Setting (Gear) Icon
- Adjust the format to export in separate columns the following...
- First Name
- Last Name
- Billing Street
- Billing City
- Billing State
- Billing ZIP
- Billing Country
- Phone Numbers
Feel free to reach out to our Support Team with any questions!