How to Import Customer List from QuickBooks Online

Overview

This article covers the steps to export your customer & contact list from QuickBooks Online so that you can import it into CoreBridge.

Exporting your QuickBooks Online Customer Data

1. In QuickBooks Online, click on Reports.
    
2. Select Standard then scroll down to the Sales and Customers section and click on Customer Contact List.
    
3. Click the Customize button in the upper right corner.
    
4. In the Customize report window, under Rows/Columns, click Change Columns.
    
5. In the Select and reorder columns section, select the following fields which are needed to ensure as full of an import as possible into CoreBridge.

   Customer Phone Numbers Email Full Name Billing Address Shipping Address Create Date Created By Last Modified Phone Company Name Website Other Taxable Tax Rate Resale #

   Terms Customer Type Note Billing Street Billing City Billing State Billing ZIP Billing Country Shipping Street Shipping City Shipping State Shipping Zip Shipping Country Last Name First Name

   
   
6. Once the fields have been selected click Run Report.
   
   
7. From the menu click the Export icon, then choose Export to Excel.
   Note: You may need to scroll to the far right on your browser to see the export option.
    
8. The Customer list will be exported to Excel and saved to your default download location for your internet browser. This spreadsheet will contain the data needed to import into CoreBridge. Please review the data prior to importing into CoreBridge and/or sending it to CoreBridge for import.