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Get the total number of customers in QuickBooks Online
by Intuit•7• Updated 5 days ago
Find out how to view your total number of customers in QuickBooks Online.
In QuickBooks Online, you can easily track the total number of your customers. This can provide valuable insights into your growing business.
For a better experience, open this article in QuickBooks Online. Launch side-by-side view
Some of your reports will look different depending on whether they're in the classic view or ![]() |
View your total number of customers
To get your total number of customers, follow these steps:
- Go to Customers & leads and select Customers (Take me there).
- To filter your customer data, select the Gear ⚙ icon in the customer list, above the Action column.
- Select all the customer data you want to view.
- Select Include inactive or Include projects if you want to include them in your total.
- Select your preferred page size.
- To view the total number of customers, scroll down.
With QuickBooks Online Advanced, you can create your own reports using Custom Report Builder.
Export your customer contact list to Excel
If you want to create a mailing list or have all your customers' data in one place, export it to Excel.
- Go to Reports (Take me there).
- Select the Find report by name
dropdown, then select Customer Contact List.
- Customize your report.
- Email, export, or print the report.
- To email the report, select the More actions
dropdown, then select Email report. Enter all the info needed, then select Send email.
- To export/print, select the Export/Print
dropdown. Then select either Export to Excel, Export as CSV, or Print/Save as PDF.
- To email the report, select the More actions
You can sort the data based on address, currency, open balance amounts, and the like in Excel.
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