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Experienced Member

How can i grab the second and subsequent lines from the "bill to" field in a "transaction list by customer" report?

Product: Quick-books Enterprise Solutions: Accountant 16.0

My Problem Explained:

I'm needing to create a script/program that works on a Quick-books report exported to an excel document. i need the customer names for one of the functions, which wouldn't be a problem if they were all in the first field. the person keeping record put cash transactions in as "CASH CUSTOMER" on the first line in the "bill to" field, with the client's name in the second or sometimes the third line of that field. when creating the report excel sheet, Quick-books only grabs the first line...

 

...Is there any way to have lines other than the first thrown into the report as well? 

 

...If Quick-books just does not support that feature, where can i find the raw data in my file-system so i can just grab it from there without doing repetitive actions in the UI?

 

Any help is appreciated. if i can just get those extra lines containing the customer names, i will be saved from going through thousands of invoices by hand. 

2 Comments
QuickBooks Team

Re: How can i grab the second and subsequent lines from the "bill to" field in a "transaction lis...

Hey there, Aplumly.

 

I've replicated your concern, and I was able to add the customer's bill to address in the report. 

 

Here's how:

  1. On the Transaction List by Customer report, click Customize Report.
  2. In the Search Columns field, choose Name Address.
  3. Click OK.

You can also add the customer's name as a column. In the Search Columns field, choose Name, then click OK.

 

Please check my screenshot as your reference.

 

 

 

If you're still unable to view the bill to address, let's run the run/verify utility tool to check if this is a data issue. 

 

Please let us know if you need further help. We'll be right here. 

Established Community Backer ***

Re: How can i grab the second and subsequent lines from the "bill to" field in a "transaction lis...

@Kristine Mae

 

Please Learn from this input.

 

@aplumly

 

What you want is the Bill To lines.

 

Think of that as a Mailing Label. You want Names, which you stated are in line 2 or 3. You would select for display Name Street 1 (line 2) and Name Street 2 (line 3). Export this report to Excel, to use it to manipulate in Excel and for linking in Excel.