Get the total number of customers in QuickBooks Online
by Intuit•1• Updated about 8 hours ago
You can view the total number of customers in QuickBooks Online through the Customer list or by generating a report. This allows you to track your business growth and manage your customer data efficiently.
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View your total number of customers
Use the Customer list to filter data and see your total customer count.
- Go to All apps
, select Customer Hub, then select Customers & leads (Take me there). - Select the settings icon âš™ above the Action column to filter your customer data.
- Select all the customer data you want to view.
- Select the Include inactive or Include projects checkbox if you want to include them in your total.
- Select your preferred page size.
- Scroll down to view the total number of customers.
Export your customer contact list to Excel
You can export a report to Excel to create a mailing list or keep all customer data in one place.
- Go to Reports
and select Standard reports (Take me there). - From the Type report name here â–Ľ dropdown, search for and select the Customer Contact List report.
- Customize your report if needed.
- Select the export icon
, then select Export to Excel. - Follow the steps to save the file.
Note: You may also select Export as CSV or Print/Save as PDF based on your preferences.
Once you have exported the file to Excel, you can sort the data based on the columns you see in the report.
Email the report
- Select the email icon
.
- Enter all the info needed, then select Send email.
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