Overview

This tutorial explains how to export clients out of QuickBooks on Desktop and import them into StudioCloud

Option 1: How to Export Clients to CSV In QuickBooks Desktop

1. Click on the Reports component
2. Click on the Customers & Receivables 
3. Click on the Customer Contact List button

Option 2: How to Export Clients to CSV In QuickBooks Desktop

1. Click on the 'Excel' down-arrow in the Customer Center menu bar at the top of the screen
2. Select "Export Customer List" from the pull-down menu
3. Select the "Export to a Comma Separated Values (.csv) file" option

How to Import Clients From a CSV Into StudioCloud

Click here for a tutorial on how to import clients from a csv file into StudioCloud