Export clients from Quickbooks Desktop

When starting up with Estimate Rocket you may want to export your client list so that you can get them loaded into your Estimate Rocket client list.

1.) Login to your Quickbooks Desktop program and select Reports on the top menu. Select Customers & Receivables then select Customer Phone List from the menu.

2.) Next click on the Customize Report button on the top left corner of the preview. 

3.) Put check marks on all the fields as show below.Once you have selected the fields, click on the OK button and then select Export to Excel. That will create a spreadsheet file on your local computer that you can email to Estimate Rocket for importing.

Can’t find what you’re looking for?

Our award-winning customer care team is here for you.

Contact Support