Customer Lists

T and T · ‎February 05, 2023

We have a lawncare business and each year we send out sign up sheets. I usually create a customer list and download it to excel to create customized sheets. The problem I have is that some customers have more than one yard. I thought by putting each of these under the ship to addresses it would pull them all to the excel sheet but it doesn't. Does anyone have any suggestions or ways that they get this report to generate like we need it to?

jenop2 · ‎February 05, 2023

Allow me to share details about exporting customer data, T and T.

As you may have observed, only the default or current assigned Ship to address will be exported to Excel.

Additional details about exporting data to Excel are discussed here:

You'll want to keep track of the multiple yards outside of QuickBooks. Aside from that, you can also look for third-party apps that can help with your reports. You can find accredited and approved apps in this link: https://desktop.apps.com/home.

Let me know if you have other questions about managing clients and exporting data out of QuickBooks. We're always here to make sure they're all taken care of.

View solution in original post

jenop2 · ‎February 05, 2023

Allow me to share details about exporting customer data, T and T.

As you may have observed, only the default or current assigned Ship to address will be exported to Excel.

Additional details about exporting data to Excel are discussed here:

You'll want to keep track of the multiple yards outside of QuickBooks. Aside from that, you can also look for third-party apps that can help with your reports. You can find accredited and approved apps in this link: https://desktop.apps.com/home.

Let me know if you have other questions about managing clients and exporting data out of QuickBooks. We're always here to make sure they're all taken care of.

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