- Click Contacts in top tab
- Select Import/Export Contacts
- Select Excel Import/Export
- Select Export to Excel Spreadsheet
- In Common Info select Company Name, First Name, Last Name, Address1, Address 2, City, State, Zip, and Account Number.
- In Phone Numbers select Home, Work, and Mobile Phone
- In Other Select SSN, FEIN, and Entity Type
- Choose to Export as CSV