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munich
Level 1

Export customer emails by invoice date

  1. Hi:

I use Quickbooks desktop, and I need to export a list of customers, including email addresses, with invoice dates in  aparticular range. I figured out how to do this once before with some help from support, but it's been a year and I apparently purged that info! Can anybody help me?

Solved
Best answer May 18, 2021

Best Answers
BigRedConsulting
Community Champion

Export customer emails by invoice date

Yes, you can do this:

Create a custom transaction detail report.  Start at Reports | Custom Reports | Transaction Detail.

Filter the report for:

- Transaction Type = Invoices.

- Detail Level = Summary Only

 

Add at least the "Name E-Mail" column to the report.

Delete whatever columns you don't want.

Run the report and then, at the top, sort the report by Date.

 

Once the report looks like what you want, then export it to Excel.

 

View solution in original post

1 Comment 1
BigRedConsulting
Community Champion

Export customer emails by invoice date

Yes, you can do this:

Create a custom transaction detail report.  Start at Reports | Custom Reports | Transaction Detail.

Filter the report for:

- Transaction Type = Invoices.

- Detail Level = Summary Only

 

Add at least the "Name E-Mail" column to the report.

Delete whatever columns you don't want.

Run the report and then, at the top, sort the report by Date.

 

Once the report looks like what you want, then export it to Excel.

 

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