Add a contacts information in Customer Contact List report

Hi there, @WSpit99.

I'm here to provide a way to add further customer information to your report in QuickBooks Online (QBO).

Right now, the available columns in customizing the Customer Contact List Report are the following:

• Customer
• Phone Numbers
• Email
• Full Name
• Building Address
• Shipping Address

If you want the full name to be separated into Last Name and First Name, you can consider exporting this into an Excel file and manually adding the columns.

To begin, let’s pull up the report using the steps below:

1. Go to the Reports menu and locate the Customer Contact List report.
2. You can click the Customize button to add columns you may want to see on your report.
3. Then, click Run Report.

After that, export the report to customize it:

1. In the report window, click the Export icon.
2. Select Export to Excel.
3. Follow the on-screen instructions to finish exporting them and start merging the data into one.

Moreover, I've added an article that'll help you customize, also save the current customization setting of your reports to prevent you from personalizing it again:

• Customize reports in QuickBooks Online
• Memorize reports in QuickBooks Online

Feel free to post if you have more concerns with your reports. I'm always available whenever you need my assistance.

Thank you. Full Name would be great if I could find it. When I click Customize, all it shows is "accounting method" cash or accrual. If I select "Columns", the list does not have "Full Name" on it.

2nd attachment

I appreciate your prompt reply and thank you for adding a visual representation of your report, WSpit99. Let me share more details about the available columns in the Customer Contact List.

I noticed that you're accessing the report using the new interface. I want to inform you that the Full Name field is available in the classic view report. In the new enhanced experience, you may add the Customer Full Name column instead. I'm adding this screenshot as your visual reference.

If you'd like to utilize the Full Name column on your report, you can tap on Switch to Classic View at the upper right corner of the page.

For more tips while running your reports in our system, you can run through the resources from this article: Run reports in QuickBooks Online.

Moreover, you can actively save your reports' current customization settings for future use by memorizing them.

Click the Reply button below if you have follow-up questions while working with your reports. I'm here to assist you with just a few clicks. Have a great day!

Thanks. I've done a test and I can assure you that "the Full Name field in the classic view is" not "equivalent to the Customer Full Name column in the new enhanced experience report.". It does work in the Classic report so I can use that. In the new report, based on my test customer, the Customer Full Name = Customer Name = Company Name. The first/last name fields were not mapped at all to any of the selected fields.

I also need to have the customer's FULL NAME (First  Name, Last Name) field added back to the enhanced view.  This is a critical bug in the new enhanced report.  I am unable to create a mail merge file to write letters to customers, if I don't have their name in a format that can be used for 1) an address block in a letter or 2) a mailing label.  Your suggested to download the 'Name' field (listed as Last Name, First Name) into Excel and then manually edit the name to be First Name Last Name.  I have hundreds of customers and this work-around is absurd.

Thanks for getting involved with this thread, JM952.

I can certainly understand how an ability to add the field for full customer names in enhanced view could be useful and have submitted a suggestion about it as of today.

You can also submit your own feature requests while signed in.

Here's how:

1. Use the Gear icon, then go to Feedback.
2. Enter your suggestion(s) in the Have feedback? window.
3. If necessary, attach a file with your Camera icon.
4. Select Next.
   
   

Your feedback's definitely valuable to Intuit. It will be reviewed by our Product Development team and considered in future updates. You can stay up-to-date with the latest news about your product by reviewing Intuit's Product Updates webpage.

I'll be here to help if there's any questions. Have a lovely day!