How can I display customers by their last name? Currently, in reports and Customers, all of the displays are by the first name.

wwdiamondc · ‎October 24, 2025

My customers are created and connected to HouseCall Pro and are entered by first name and last name.

GlinetteC

When pulling up reports in QuickBooks Online (QBO), the system defaults to showing the first name, wwdiamondc.

In this case, QBO currently doesn’t have a built-in option to separate first and last names directly within reports. As a workaround, you can export the report to Excel, which will enable you to customize it further and extract the last names as needed.

Here’s how:

Open the report.
Look for the Export icon (a small sheet with an arrow)
Select Export to Excel.

Feel free to leave any additional questions in the comments, and we’ll be happy to help.

GlinetteC

Hi there, wwdiamondc.

Just checking in to see if the solution we shared worked for you.

Happy to help if you need any more assistance.

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How can I display customers by their last name? Currently, in reports and Customers, all of the displays are by the first name.

How can I display customers by their last name? Currently, in reports and Customers, all of the displays are by the first name.

How can I display customers by their last name? Currently, in reports and Customers, all of the displays are by the first name.

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