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Does anybody know how to create a list of references for a future customer that is filtered by a certain city?

Im trying to send a list of references to a customer however it will not let me filter it and narrow the list down to a specific city
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Does anybody know how to create a list of references for a future customer that is filtered by a certain city?

Hi there, @linda10.

 

Welcome and thanks for reaching out to us here in the Community. I can help create a list of references that you can send to your customer in QuickBooks Online (QBO).

 

Just to confirm, are you referring to a list of your customers and filter them by City? If so, try to pull up the Customer Contact List report. Although you can't filter this report by City, you can add a Billing City or Shipping City column instead. Here's how:

 

1. Go to Reports menu at the left pane, then type Customer Contact List on the search bar.
2. Click Customize at the top.
3. On the Rows/Columns drop-down, select Change columns.
4. Put a check mark on Billing City or Shipping City, then Run Report.

 

 

 

Once done, you can send this to your customer by clicking the Email icon on the report. For your reference, you may check out this article for further guidance: How to email a sales form or report to multiple email addresses.

 

That's it! Please let me know how it goes or if you're referring to something else by leaving a comment. I'm only a post away should you have some additional questions. Take care and enjoy the rest of the day.

 

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