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How to Download Customers' Data in Webgility Desktop
How to Download Customers' Data in Webgility Desktop

Learn how to download customers in Webgility Desktop.

Webgility Help Center avatar
Written by Webgility Help Center
Updated over a week ago

1. Navigate to Customers > Customer List.

2. Click Get Customers to download your customers into the Webgility application.

This will download customer's data from both QuickBooks and your Online store.

3. To download the customer data from QuickBooks only, navigate to Integrations > Get Latest Data and Settings.

4. Select Customers, then click Download Data.

5. Once this action is complete your customer data will be downloaded into the Webgility Desktop application from QuickBooks.

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