

Note: The Comma Separated Value (CSV file) in this scenario is the Excel file that you created. Select Comma Separated Values, then Next.Select Import from another Program or File, then Next.Select Import/Export to open the Import/Export wizard.In Microsoft Outlook, select File, then Open & Export.Name this range QBData.Īfter you name the data range, you can import the data. Select Formulas from the top, then Define Name.Highlight the entire block of the report, from the column headings Customer through Shipping Address to your last customer.Open the saved customer list report in Excel.

Once you save the customer info you can then name the data range: This will open a dialog box, select Ok/ Yes.

Although these steps may work with other versions, Intuit doesn't support Microsoft applications.įor detailed steps or questions beyond exporting, go to Microsoft Help or contact Microsoft for support. Note: The steps outlined in this article apply to Microsoft Office 2013 installed in Windows. While the customer list can’t be directly imported, you can export it to Excel first, before importing the list to Outlook.
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Learn how to import your customer list in QuickBooks Online to Microsoft Outlook.
