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Best answer November 22, 2023
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Yes, there's a way to generate only a list of customers in QuickBooks Desktop (QBDT), Tristar12030. I'll guide you on how to do this below.
We can pull up and customize the Customer Contact List report to see an isolated list of just your customers (excluding associated jobs). Here's how:
- Go to the Reports menu.
- Select List, then Customer Contact List.
- Click the Customize Report button.
- Go to the Filters tab.
- In the Search Filter field, type in Job.
- Select Customer:Job Level and click the Equal (=) button. Make sure the quantity field is zero.
- Click OK.
Once you're done, export the report to Excel.
Additionally, you may want to memorize the report to see the same customized settings to be available for you in the future. To do so, please see this article: Create and access memorized reports.
If you have any other reporting questions or concerns about managing customer list, feel free to post them below, and I'll be happy to help you.
Yes, there's a way to generate only a list of customers in QuickBooks Desktop (QBDT), Tristar12030. I'll guide you on how to do this below.
We can pull up and customize the Customer Contact List report to see an isolated list of just your customers (excluding associated jobs). Here's how:
- Go to the Reports menu.
- Select List, then Customer Contact List.
- Click the Customize Report button.
- Go to the Filters tab.
- In the Search Filter field, type in Job.
- Select Customer:Job Level and click the Equal (=) button. Make sure the quantity field is zero.
- Click OK.
Once you're done, export the report to Excel.
Additionally, you may want to memorize the report to see the same customized settings to be available for you in the future. To do so, please see this article: Create and access memorized reports.
If you have any other reporting questions or concerns about managing customer list, feel free to post them below, and I'll be happy to help you.
