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How to Download Customers' Data in Webgility Desktop

This article explains Webgility Desktop users on how to download customer data into Webgility Desktop. It covers steps to retrieve customer information from both QuickBooks and online sales channels, as well as how to download customer data exclusively from QuickBooks Desktop.

Steps to follow:

1. Navigate to Customers > Customer List.

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

This will download customer's data from both QuickBooks Desktop and your sales channel.

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.