Exporting Customers from QuickBooks Online

This is a fairly simple process, and we give you two options.

First browse to the QuickBooks link in our web manager:

Then click the 'View Customers' button, this will give you a preview of the first 50 Customers in your QuickBooks Online account.

QuickBooks Online DOES NOT have a place for storing RepNumber BUT you can use the Customer Notes field for this if you like.  Otherwise you will need to manage your Customer rep assignments in our system and not in QuickBooks Online.

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