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Community Contributor *

Export customer list

How do I export my customer list without including their job transactions?

Solved
Best answer 08-26-2019

Accepted Solutions
Moderator

Re: Export customer list

Hi aireez,

 

By customizing the report, you can filter and exclude the jobs' list.

 

Here are the steps:

  1. Open the Customer Contact List report.
  2. Click on the Customize Report button.
  3. In the Filters tab, search for Customer
  4. In the Customer drop-down, select Multiple customers/jobs.
  5. Select only the customers and click on OK
  6. Click on the Excel button and select Create New Worksheet
  7. Click on Export

 

You can also save this customization. In case you need it, you can pull it up from the Memorized Reports section. 

 

Having a report that lists only the parent customers' information (excluding jobs) would be great. I can pass it along as a feature request to our Product Development Team so they can review it. 

 

Share with us your thoughts about QuickBooks Desktop and post more questions. We are here to help. 

2 Comments
Moderator

Re: Export customer list

Hi aireez,

 

By customizing the report, you can filter and exclude the jobs' list.

 

Here are the steps:

  1. Open the Customer Contact List report.
  2. Click on the Customize Report button.
  3. In the Filters tab, search for Customer
  4. In the Customer drop-down, select Multiple customers/jobs.
  5. Select only the customers and click on OK
  6. Click on the Excel button and select Create New Worksheet
  7. Click on Export

 

You can also save this customization. In case you need it, you can pull it up from the Memorized Reports section. 

 

Having a report that lists only the parent customers' information (excluding jobs) would be great. I can pass it along as a feature request to our Product Development Team so they can review it. 

 

Share with us your thoughts about QuickBooks Desktop and post more questions. We are here to help. 

Community Contributor *

Re: Export customer list

Thank you, I was hoping I didn't have to go through and click each one but I guess this is the only way.

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