Today you bring QuickBooks customers into Crewtide by exporting the customer list to Excel or CSV and importing it. QuickBooks stays your accounting system; Crewtide plans and routes the recurring visits. Two-way QuickBooks sync, keeping customers and visits in step automatically, is coming with Crewtide Pro.
Export customers from QuickBooks Online
- Open Customers.Go to All apps › Customer Hub › Customers & leads.
- Export.Select the Export icon next to Print, then Export to Excel. The file includes name, company, address, phone, email, customer type, currency, balance and notes.
- Need different columns?Use Reports › Standard reports › Sales and Customer › Customer Contact List, customize the columns, run the report and export it to Excel.
Export customers from QuickBooks Desktop
- Open the Customer Center.The Customer/Vendor Center.
- Export the list.Choose the Excel dropdown › Export Customer/Vendor list, pick “Create a comma separated values (.csv) file”, then Export and save it.
Add the visit rules and import
QuickBooks exports who and where. Crewtide also needs how often and when. Add these columns next to each recurring customer (the free template has them ready):
| Crewtide field | From QuickBooks | You add |
|---|---|---|
| Customer name | Name / Company | |
| Service address | Address (use the service address if it differs from billing) | |
| Phone and email (for the To notify list) | Phone, Email | |
| Visit cycle | Weekly, every 2 weeks, monthly… | |
| Usual days and service window | e.g. Tue; 6:00–10:00 AM | |
| Time on site and crew size | e.g. 2 crew 90 min |
Then import the file into Crewtide and build next week.
Keeping QuickBooks up to date
- New customers are added in QuickBooks as usual and imported (or added) in Crewtide with their visit rules.
- Visits are planned and changed in Crewtide; invoices stay in QuickBooks.
- Sync is coming. Keeping customers and visits in step with QuickBooks automatically is part of Crewtide Pro (coming soon).
Questions
Can QuickBooks plan routes?
QuickBooks is accounting software; it stores customers and addresses but doesn’t schedule or optimize recurring routes. Crewtide plans the routes from your QuickBooks customer list.
Does Crewtide sync with QuickBooks?
Not yet. Today you export the customer list and import it. Two-way QuickBooks sync is coming with Crewtide Pro.
Does Crewtide send invoices to QuickBooks?
No. Crewtide doesn’t invoice. Keep billing in QuickBooks.
Which QuickBooks export has addresses?
In QuickBooks Online, the Customers page export includes the address. The Customer Contact List report lets you pick columns. In QuickBooks Desktop, export the Customer/Vendor list from the Customer Center.
Sources
Checked October 25, 2026. Plans and prices change; the vendor’s own page is the final word.