Export Customer List

32 views December 2, 2016 jpajaro 0

Export Customer List

The Export Customer List window provides the ability to export customer data to a QuickBooks file:

export customer list

Export Customer List screen

Though the “Export to” function in the right-click menu allows for ordinary exporting to other formats (e.g., an Excel file), only the Export Customer List screen enables exporting of customer data to the Intuit Interchange Format (.iif) used for Intuit’s QuickBooks software.

Filtering by Export Status

export-customer-2

“Exported” filter buttons

By default, all exported and non-exported customers are shown in the list.

View only exported customers by clicking the “Exported” radio button.

View all exported and non-exported customers by clicking the “All” radio button. Exported customers have non-empty Export Dates.

Exporting Work Orders

1. On the Export Customer List window, select the Not exported radio button (or All).
2. Mark the checkbox next to the desired Customer and click the “Export” button.
3. Select the location to save the exported file. Click “OK”.
4. The Export Date for this customer is set to the current date/time.

Only customers with empty Export Dates can be exported to QuickBooks. In order to re-export already-exported customers, mark the checkboxes next to the desired customers and click the Clear Export Date button to make the Export Date fields empty, then re-export the customers through the normal procedure.

If a customer with a non-empty Export Date is selected, a warning message of “Some customers you selected are already exported. Please clear the export date if you want to re-export them” will display.

You can only export a Work Order to be invoiced if the customer associated with the Work Order has been exported first (See “Create Invoices“.)

To export multiple customers at a time, mark the checkboxes next to the customer names and click the “Export” button. Select and deselect all lines at once by choosing the “Select All” and “Deselect All” buttons, respectively.