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spezold1
Level 1

How can I run a report for a specific time frame that includes customer address and phone number as well as services provided

 
1 Comment 1
Kevin_C
QuickBooks Team

How can I run a report for a specific time frame that includes customer address and phone number as well as services provided

I've got your back, @spezold1. I'll help you run a report with the information you want to show in QuickBooks Online (QBO).

 

We can run two reports with this. The first is to run the Transaction List by Customer Report to show the customers' addresses and services provided. Here's how:

 

  1. Go to the Reports menu.
  2. Type Transaction List by Customer in the search field.
  3. Select the Report period and select the specific time frame.
  4. Click the Customize button and click the Change columns link.
  5. Place a checkmark in the Transaction Type box. You can also put a checkmark on Billing AddressShipping Address, and Delivery Address for customers' addresses.
  6. Click Run report.

    Transaction report1.PNGTransaction report2.PNG

 

Second, we can run the Customer Contact List Report to show your customers' phone numbers and addresses.

 

  1. Click Reports on the left menu.
  2. In the search bar, type Customer Contact List.
  3. Click the Customize button and click the Change columns link.
  4. Put a checkmark on the Phone Number box and for other necessary info.
  5. Click Run report.

    Customer contact list.PNG

 

For your reference, you can read this article for a detailed process: Run Reports in QuickBooks Online.

 

 

Additionally, I'm adding some links that you can check out to learn more about customizing and memorizing reports in QBO for future reference:

 

 

Please let me know if you have further questions or concerns with running reports in QBO. I'll be here to help you every step of the way. Have a good one!

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