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Level 1

How do I access my customer list?

 
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Moderator

How do I access my customer list?

Hi there, markimbesi.

 

You can access your customer list by going to the Customers page or pulling up a report in QuickBooks Online (QBO). I'll guide you how.

 

To access the Customers page, go to Sales and choose the Customers tab. I've attached a screenshot for reference.Capture.PNG

 

To pull up a report:

 

  1. Go to Reports.
  2. Type in Customer Contact List in the search field and click on it open.2.PNG
  3. If you want to print or export the report, you can click on the Print or Export icon.3.PNG

     

You can also customize and modify columns on the report. This keeps things less cluttered.

 

Please let me know if you have further questions. I'm always around to help. Have a good day.

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