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How To: Export a Contact List from QuickBooks

Pro tip: Instead of exporting and uploading lists, we recommend you set up our Quickbooks Online integration or Quickbooks Desktop integration!

QuickBooks Online

1. Log in to your QuickBooks Online account and click "Reports" on the left panel  

2. Type "Customer Contact List" in the search box

3. Click the "Customize" button in the upper right-hand corner

4. Under Rows/Columns, click the "Change Columns" link

5. Check the "Customer" and "Email" boxes

6. Click "Run Report"

7. Click the "Export" icon next to the print icon

8. Depending on your browser, you might be asked to save the file. Remember what folder the file is saved in to easily access it

9. Open the file on your computer and convert it to a .csv

10. Upload the list into your Signpost Merchant Center

QuickBooks Desktop (from the Customers page)

1. Open QuickBooks Desktop and select "Sales" from the left-hand menu, then "Customers"

2. Click the "Export" icon next to the Print icon and select "Create a comma separated values (.csv) file"

3. Depending on your browser, you might be asked to save the file. Remember what folder the file is saved in to easily access it

4. Upload the list into your Signpost Merchant Center

QuickBooks Desktop (from the Reports page)

1. Open QuickBooks Desktop and select "Reports" from the left menu

2. Navigate to the "Sales and Customers" section

3. Select "Customer Contact List." (To customize the report, click the three vertical dots, select "Customize", make any applicable changes, and click "Run Report")

4. Click the "Export" icon next to the Print icon and select "Create a comma separated values (.csv) file"

5. Depending on your browser, you might be asked to save the file. Remember what folder the file is saved in to easily access it

6. Upload the list into your Signpost Merchant Center

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