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EXPORT CONTACTS FROM QUICKBOOKS DESKTOP TO A CSV FILE HOW TO EXPORT YOUR CONTACTS AND SAVE TO A CSV FILE FOR UPLOAD STEP 1. In the Customers menu of QuickBooks Desktop, select Customer Center. STEP 3. Select Create a comma separated values (.csv) file and click Export. You have now created a CSV spreadsheet that includes your customers’ contact information - ready to be imported to your Yodle dashboard! STEP 4. Choose a destination folder and name for the file and click Save. STEP 2. At the top of the Customer Center window, in the Excel menu, select Export Customer List. Step-by-step guide to exporting contacts from QuickBooks.
