Contact List

Hello @Sam_Tate  , welcome to the community we're happy to have you joining.

I can help you customize a report to show customers in a range of activity. 

Reports in QuickBoooks Online can be customize according to the information needed. You can run and customize the Transaction List by Customer to do that.

I'll show you how:

1. Click Reports.
2. On the search field, enter Transaction List by Customer.
3. Update the Report period.
4. Click Run report to refresh the information.

To have a better view of the customer list, you could export the report to Excel and customize it from there:

1. Click the Export icon (see screenshots attached).
2. Choose Export to Excel.
3. Click OK on the small window.
4. On the Excel file, click the Filter button.
5. Click the first column drop-down. 
6. Select the customer names.
7. Click OK.

There you have it. I hope this helps. Reach out again if you've further questions.

Hi Sam_Tate,

It's wonderful to see new members reaching out in the QuickBooks Community. QuickBooks Online is a streamlined version of the QuickBooks product. You can Customize Reports. However, the contact list can only filter by the categories you mentioned. If you'd like to see more options considered for future updates, I encourage you to share your thoughts. 

To submit your suggestions:

1. Go to the Gear Icon.
2. Select Feedback.
3. Fill in all your ideas and click Submit feedback.

Feel free to reach back out with any questions you may have. Take care.