SaasAnt Transactions Desktop enables QuickBooks Desktop users to export customers efficiently in bulk. This guide provides clear steps to export your customer list seamlessly.

Prerequisites

Ensure you have administrative access to QuickBooks Desktop and a stable internet connection for the initial setup. Verify that your QuickBooks company file is open and updated to the latest version.

Steps for Exporting Customers from QuickBooks Desktop

Step 1: Download, Install, and Connect SaasAnt

Before exporting customers, set up the SaasAnt Transactions Desktop application.

• Download: Visit the Saasant.com website and download the SaasAnt Transactions Desktop application.

• Install: Run the installer file and follow the prompts to complete installation on your computer.

• Connect: Launch the SaasAnt application, then connect it to your QuickBooks Desktop company file using the on-screen instructions to authorize data access.

Step 2: Configure Export Settings

Access the Export module in SaasAnt Transactions Desktop after connecting to QuickBooks.

Select Customer as the QuickBooks data type to focus on customer list data.

Step 3: Set Date Range

For customer exports, use Created or Modified Date to control the timeframe.

Created or Modified Date refers to when the customer was created in QuickBooks or last updated.

Select a range using the custom date picker, or pick from quick options like Today, From yesterday, Last 7 days, Last 30 days, etc.

Step 4: Set Export Template

Use the default SaasAnt template for standard customer fields.

To customize, click the “+” icon, select desired fields (for example: customer name, company name, phone, email, billing address, shipping address, terms, tax settings, opening balance, credit limit), name the template, and save it for reuse.

Step 5: Apply Filters (Optional)

Filters help you precisely target specific customers, reducing the dataset for faster exports and better focus.

Active Status: Export only Active customers, only Inactive customers, or include both based on your need.

Amount: Filter customers by amount using one of these options:
Equal to, Less than or equal to, Greater than or equal to

From and To range to export customers that fall within a specific amount band

Class: Filter customers assigned to a specific class to segment exports by department, location, or business unit.

To apply a filter:

• Choose the filter on the left.

• Set the value and operation as needed.

• Click Add or Update Filter.

Your applied filters appear under Current Filter Choices.

• To remove one filter, select it and click Remove Selected Filter.

• To remove everything, click Clear Filters.

Step 6: Adjust Settings

Customize the export output via settings to match your reporting or integration needs.

• Date Format: Switch between formats like MM/DD/YYYY or DD/MM/YYYY for compatibility with other systems.

• Show Customer by Account Number: If your customer list uses account numbers, you can export using account numbers instead of names for easier matching in other systems.

Toggle settings on or off as needed.

Step 7: Run Search

Click Search to retrieve matching customers based on your date range, filters, and settings. Review the preview before proceeding to export.

Step 8: Review and Download Results

SaasAnt displays customers matching your criteria.

Select your preferred format: Excel for spreadsheets with formulas or CSV for simple data import elsewhere.

Click Download to export the file to your computer. Verify the downloaded file contains all expected customer details before use.

Step 9: Schedule Recurring Exports (Optional)

SaasAnt offers automated scheduling for regular customer exports without manual intervention.

• Provide a Report Name for easy identification.

• Set Frequency as Daily, Weekly, Monthly, or use a Cron Expression for advanced scheduling.

• Specify the export Time.

• Choose Export Mode: Local folder, FTP or SFTP server, Email delivery, or Database connection.

• Select the destination Folder and File Format (Excel or CSV).

• Click Save to activate the schedule. Monitor scheduled jobs via the SaasAnt dashboard for status and logs.