How do I change the primary contact field on my customer data base?

You can update it in the customer center, @kentkrueger. 

Here's how: 

1. ​​​​​​​Go to the Customers menu and then Customer Center.
2. On the Customers & Jobs tab, double-click the customer you want to edit.
3. Go to the Address Info tab and update all the necessary information. 
4. Click OK to save. 

In case you're referring to the primary contact on your QuickBooks Account, here's an article for more information on how to update it to the new one: Change or update Primary Contact on your QuickBooks Account. 

Let me know if there's anything that I can help. I'm always here to assist. 

MaryJoyD - thank you for that response, but it doesn't help.  When you run a Customer Contact List report, you can choose to include columns for Primary & Secondary Contacts.  Some of that information is out of date in my file, but I cannot locate where to update it.  I'm not seeing those fields in the customer center Address screen.  The information on that page is accurate, but the fields with Primary Contact or Secondary Contact do not appear.

Thank you for joining the thread, @S2 Accounting.

I'm happy to share the steps on how to update the primary and secondary contact of your customers in QuickBooks Desktop.

To update the primary and secondary information:

1. Select Customer Center from the Customers menu.
2. Click on the customer's name under Customer & Jobs. 
3. Tap on Contacts in between Transactions and To Do's under Customer information.
4. Right-click on the primary/secondary contact, then click on Edit Selected Contact.
5. Update the information from there.
6. Hit Save and close to record the changes.
7. Repeat the steps for the rest of the information you want to change.

I've added these screenshots for your visual reference.

Post again if you have any other questions. I'm always here to help. Have a good day!

Thank you!  So obvious I just couldn't see it.

We are not able to save any changes to our primary contact fields in our QuickBooks Enterprise desktop customer database.  We get an error message (see attached file).  This error message appears to users other than the administrator.  The administrator has allowed all permissions for my username however the error message still appears.  How can we fix this?

Greetings @WEL2378,

Thanks for reaching out to the Community. I definitely want to help you get past these errors, and get you back to business. I didn’t see an attachment in your post. Would it be possible to send it to me, or try to attach it again? I'm also going to give you a couple of things to try. 

1.Verify your data. 

• Go to the File menu.
• Then hover over Utilities and select Verify Data.
• Let the tool check your file for data issues.

2. Delete your user profile, restart QuickBooks, recreate your user profile. Keep in mind that this must be done by the Master Admin. Here is a great article to check out: Create and manage user roles

Let me know how it goes and I'll be looking forward to getting the screenshot of the error message too! 

Hello!

We have contacts set up under each customer account (primary, secondary, & additional); however we are needing to pull a report that shows: 1. the customer/company name 2. each contacts name 3. each contacts information (mainly phone numbers). Is there a way to pull this information out of QB and into excel?

We have tried everything and can't figure out. Any help is much appreciated!!

Thanks for joining in the thread, Mid-Valley.

Yes, it's possible. The Customer Contact List report will show it. You would need to customize it by adding a column for the company name. I'll show you how.

1. Go to the Reports menu, then hover on Customers & Receivables or Vendors & Payables. 
2. Select Customer Contact List.
3. Click the Customize Report button.
4. Checkmark the Company, then hit OK.

After that, you can export your report by clicking the Excel button.

Check out this article for more details about report customization: Customize reports in QuickBooks Desktop.

Please let me know if you need other information added to your reports. I'll be around to help.

This helps with getting the name of the primary contact - however, we need a report that includes the phone numbers associated with the individual contacts, not the 'main phone' associated with the customer account as a whole. 

Thank you for your help!

Hi Mid-Valley,

I appreciate your effort in getting back to this thread. Let me provide a piece of information about the report you need.

The contact list reports in QuickBooks don't include the phone numbers or the primary, secondary, or additional contacts. You will want to check them from each customer profile.

I understand the convenience of being able to extract the phone numbers on reports. Please feel free to submit this idea from your QuickBooks company file, so our engineers will know that you like this option.

1. Click on the Help menu.
2. Choose Send Feedback Online.
3. Select Product Suggestion and complete the form.

If you have other concerns about reports, feel free to go back to this thread.