|
|
How to Import Clients From QuickBooks Desktop
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- Click on the Reports component
- Click on the Customers & Receivables
- Click on the Customer Contact List button
Option 2: How to Export Clients to CSV In QuickBooks Desktop
- Click on the 'Excel' down-arrow in the Customer Center menu bar at the top of the screen
- Select "Export Customer List" from the pull-down menu
- 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
|
|
|