The standard QuickBooks export produces a file with limited data and merged fields in a single cell. To produce a usable file with optimal data, please follow the following steps:
Customer Export
- From QuickBooks, open Reports>Customers & Receivables>Customer Contact List
- Click the Customize Report button
- Make sure the following fields are checked:
- Customer
- Company
- First Name
- Last Name
- Main Phone
- Alt Phone
- Fax
- Primary Contact
- Bill to
- Street 1
- Street 2
- City
- State
- Zip
- Country
- Main Email
- Rep
- Click OK to save
- Click the Excel button to Create New Worksheet
Vendor Export
- From QuickBooks, open Reports>Vendors & Payables>Vendor Contact List
- Click the Customize Report button
- Make sure the following fields are checked:
- Vendor
- Company
- First Name
- Last Name
- Main Phone
- Fax
- First Name
- Last Name
- Primary Contact
- Bill From
- Bill From Street 1
- Bill From Street 2
- Bill From City
- Bill From State
- Bill From Zip
- Bill From Country
- Main Email
- Click OK to save
- Click the Excel button to Create New Worksheet