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ngelardo
Level 1

Mailing List

I need to create a mailing list with QuickBooks desktop. But, when Irun the report, it includes the customer and any jobs that were created under that customer. Therefore, the mailing list includes the original customer information and the same information for each job. I would like to have a list that just shows the original customer mailing/email information without the duplicates created by the jobs. I would prefer not to have to go through the list and delete all the jobs listing. I hope this is clear. Thanks for your help.

1 Comment 1
JoanaC
QuickBooks Team

Mailing List

I'll be more than happy to assist you with customizing your customer report, @ngelardo

 

The report you want is currently unavailable, I suggest exporting the report and customizing it on Excel.

 

Here's how: 

QuickBooks Desktop for Windows

  1. Go to Reports, then Reports Center.
  2. Find and double-click the report you want to export.
  3. Select the Excel ▼dropdown, then Create New Worksheet or Update Existing Worksheet
  4. If you see a message that says your report has too many columns, select Advanced, then uncheck the Space between columns checkbox. Select OK.
  5. When you’re ready to export, select OK.

 

QuickBooks Desktop for Mac

You can open Excel workbooks with Apple Numbers v3.5 or Microsoft Excel 2016 or later, including Mac Office 365.

  1. Go to Reports and find the report you want to export.
  2. Select Export.
  3. When the file opens, select the file, then select Save As to save the file where you want it.

 

Moreover, I'd like to share these articles that can help you with your report in the future: 

 

 

Keep me posted if you still have questions about your reports. Have a great day, and take care.

 

 

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