# How to Export Your Customer List from QuickBooks Online

You need your customer list out of QuickBooks Online — to build a mailing, reconcile against a CRM, review balances, or hand contact details to another system. QuickBooks exports the list to Excel, but it's a one-time file: add a customer or update a contact tomorrow and the export is out of date, so you run it again.

## Why this happens in QuickBooks

QuickBooks Online's customer export is a static download from the Customers screen — a snapshot of the list as it stands. There's no live view you can keep in a spreadsheet, and no way to have it update as customers are added, edited, or made inactive.

With Retriever, your customer list becomes a live table in Google Sheets — names, contact details, and balances, refreshed on a schedule instead of re-exported by hand.

## How to solve it

### 1. Connect QuickBooks to Google Sheets

Authorize your QuickBooks Online company in Retriever — read-only, and on any plan.

### 2. Pull the customer list

Bring your customers into a sheet: display name, company, email, phone, billing address, and open balance — every field as structured data you can sort and filter.

### 3. Use it wherever you need it

Filter to active customers, build a mailing list, tie balances out against a CRM, or add your own columns — without touching the export each time.

### 4. Refresh as customers change

A scheduled refresh keeps the list current, so new and edited customers show up automatically and your working copy is never stale.

## FAQ

### How do I export a customer list from QuickBooks Online?

QuickBooks Online can export the customer list to Excel from the Customers screen, but it produces a static file. Retriever pulls the same list into Google Sheets as live data that refreshes on a schedule.

### Can I export customer contact details and balances?

Yes — the pulled list includes display name, company, email, phone, billing address, and open balance, each in its own column so you can sort, filter, and reuse them.

### Will the list stay up to date?

Yes — instead of re-exporting, a scheduled refresh updates the list in place, so added, edited, and deactivated customers are reflected automatically.