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Experienced Member

Is there a way to export customer list in hierarchial view?

 
3 Comments
QuickBooks Team

Re: Is there a way to export customer list in hierarchial view?

Welcome and thank you for posting here in the Community, @Phil Chase.

 

Allow me to help share information about exporting customer list in hierarchical view.

 

We can export customer list from QuickBooks Desktop (QBDT), however, we don't have the option to export the list in Hierarchical View. You may need to sort the exported list manually.

 

I want to ensure customers like you are having the best possible experience while working with QuickBooks. Since the option of exporting customer list in hierarchical view is not available as of the moment, I suggest sending feedback straight to our product engineers to be considered in the future updates.

 

To send you feedback.

 

  1. In the QuickBooks homepage, click the Help menu.
  2. Select Send Feedback Online.
  3. Click on Product Suggestion.

To learn more about exporting reports, you may check this article: Export report from QuickBooks Desktop to Microsoft Excel.

 

Let me know if you have any other questions about exporting customer list, I'm always here to help you. Have a good one!

BRC
Established Community Backer ***

Re: Is there a way to export customer list in hierarchial view?

Do you mean just as the customer list is displayed with an indent,  or do you mean seeing the Customer:Job in one field on each Job record?

Experienced Member

Re: Is there a way to export customer list in hierarchial view?

Just with an indent would be fine...