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Is there a way to create a custom report to export in excel format that lists customer name, street address, city, state, zip code and taxable amount in separate cells?

 
2 Comments
QuickBooks Team

Hello there, austinwalls2, We're unable to customize a re...

Hello there, austinwalls2,

We're unable to customize a report to lists the street address, city, state, and zip code in separate cells.

However, you have the option to manually edit the table once you've exported the report to Excel.

To customize a report and export to Excel:

  1. From the left menu, select Reports.
  2. Search for Customer Contact List.
  3. Click Customize.
  4. Change the settings in the Customize Report window.
  5. Click Run Report to save the changes.
  6. Once done, click the Export icon, then select Export to Excel.

If you need to save, share, and access a customized report, you can read through this article for the detailed steps:  How to customize reports.

That's it. You now customize the report. 

Stay in touch if you have follow-up questions. I’m here anytime you need help.

Experienced Member

Re: Is there a way to create a custom report to export in excel format that lists customer name, street address, city, state, zip code and taxable amount in separate cells?

Hi Austin,

We've just gone live with Flex Financial Reporting; it allows you to extract almost any data from your QuickBooks Online companies and create your own customized reports. You may be able to piece this report together using our addon.

 

You can find out more on the QuickBooks App Store: https://apps.intuit.com/app/apps/appdetails?shortName=flexfinancialreporting&locale=en-au