QBO How to form a list of customers containing selected details for each eg contact info?

Hi there, @communityoil.

You can use your QuickBooks Online (QBO) report to get the information you need. I'll guide you on how.

1. Sign in to your QBO account.
2. Click Reports at the left pane, then open the Customer Contact List report.
3. Select the Settings icon beside Export to add or remove columns.
4. You can also tap on the Customise tab to customise your report.
5. Hit Run report to refresh the page.

To export the report, select the Export's icon drop-down arrow between Print and Settings. Then, choose either Export to Excel or Export to PDF.

For more tips while running basic reports in QBO, you can open this article: Run reports in QuickBooks Online. The same resources give you details on how to memorize, print, and email reports.

 I'm looking forward to hearing from you again. If you have any other questions while getting your customers' contact list, feel free to add a comment below. Keep safe!

Angelyn_T

Great - spot on! Thank you.  But onward: One of the optional columns in Customer Contacts is Customer Type.  I can get this column heading onto the report.  But I cannot find where I can populate this column with my data.  There does not seem to be a slot in New Customer or Customer data Edit for this info.  I would like to utilise Customer Type column.  Please advise.  Hoping for one of your superb responses here.

Thank you for getting back to the thread, @communityoil. I can help you customer types column in QuickBooks Online.

You can use customer types for grouping customers into different segments. Let me guide you through the process.

Here's how to create customer types:
 

1. Select Get paid & pay and tap Customers.
2. From the Customers screen, select Customer types.
3. Choose New customer type.
4. Enter a name for the customer type, then Save.
    

If everything is all good, you're now ready to customize then run a report to get a snapshot of your customer types.

Here's the report you can pull up:
 

1. Go to Reports menu.
2. From the Sales and Customers section. Select Customer Contact List report customized to add a customer type column.
3. Then run report and check if the data will show.

For more detailed process and the steps for assigning customer types for individuals and to multiple customers. Feel free to check out this article: Set up and assign customer types in QuickBooks Online.

In case you'd like to to download your report any other data from QuickBooks, you can refer to this article: Export reports, lists, and other data from QuickBooks Online.

I'll be around if you need anything else or if you have further clarification about customer types. Have a good one!

Customer Types

Thanks for responding.  However, I have no Customer Types on the Customer screen unless I'm missing something.  So I cannot find anywhere to enter a customer type against any customer.  Going back one line in your response, I have not even got Get Paid & Pay.   Am I in the same software as you? (QBO)

Thanks for getting back to us and for sharing some clarifications, @communityoil.

The option to add a customer type is only available in the US version of QuickBooks Online (QBO).

As an alternative, you can look for a third-party app that has the feature you need. Simply hover to the Apps menu inside your QBO and search for an app from there.

Furthermore, I can see having this feature can aid in you seamlessly managing your business. I recommend sending your feedback to our Development team. This way, they can review your opinion and might consider adding it in future updates.

Here's how:

1. Go to the Gear icon
2. Click Feedback.
3. Enter your comments or product suggestions.
4. Then select Next to submit feedback.

Additionally, I've added this article that can guide you in case you want to learn how to combine your customers in QBO: Merge duplicate accounts, customers, and suppliers in QuickBooks Online.

You can always count on me if you have any other questions about managing your customers in QBO. I'll be more than happy to help you anytime. Have a good one!