Steps to Download Customer’s Data.

1). In Webgility Desktop, navigate to Customers go to Customer List then click on QuickBooks Customers or Sales Channel Customers and Get Customers.

2). To download customer data exclusively from QuickBooks, go to Integrations and Get Latest Data and Settings in the application, select only QuickBooks Customers and click on Download Data.

3). Once this process is completed, your customer data will successfully sync and be available within the Webgility Desktop application, directly imported from QuickBooks.

Feel free to reach out to us for further assistance.

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