Question about exporting our QB database to Excel.
I am a small contractor. We have been using QB for several years and have built a database of customers. We are considering moving the basic operations of QB to the Housecall Pro CRM system that we use. We just had a meeting with HCP regarding switching over and he said that we can't simply export the database to HCP.
The issue is that our products are warrantied and we need to know what product a customer purchased just in case we get a warranty call. My daughter handles the admin stuff and she said that she doesn't think the product purchases would be exported to Excel should we export the database to an Excel file.
So, that's my question: If we export the database to Excel, will all of the customer data be transferred?
Thanks!