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Get the total number of customers in QuickBooks Online

by Intuit6 Updated 2 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 Open this link in a new window

Some of your reports will look different depending on whether they're in the classic view or new enhanced experience. Learn more about the new enhanced experience.

View your total number of customers

To get your total number of customers, follow these steps:

  1. Go to Customers & leads and select Customers (Take me there).
  2. To filter your customer data, select the Gear icon.
    1. Select all the customer data you want to view.
    2. Select Include inactive or Include projects if you want to include them in your total.
    3. Select your preferred page size.
  3. To view the total number of customers, scroll down.

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.

  1. Go to Reports (Take me there).
  2. Select the Find report by name dropdown, then select Customer Contact List.
  3. Customize your report.
  4. Email, export, or print the report.
    1. To email the report, select the More actions dropdown, then select Email report. Enter all the info needed, then select Send email.
    2. To export/print, select the Export/Print dropdown. Then select either Export to Excel, Export as CSV, or Print/Save as PDF.

You can sort the data based on address, currency, open balance amounts, and the like in Excel.

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