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gailscarfino
Level 1

How do I create a customer list filtering by customer type and group by rep?

 
1 Comment 1
katherinejoyceO
QuickBooks Team

How do I create a customer list filtering by customer type and group by rep?

Thanks for visiting the Community, @gailscarfino. I'm here to guide you on how to create the Customer's List report showing the customer type and group by rep. 

 

Let's pull up the Customer Contact List report and customize it to add the column for Customer type and Rep. Here's how: 

 

  1. Go to the Reports menu, then select List.
  2. Select the Customer Contact List.
  3. Click Customize Report.
  4. In the Display section, select Rep.
  5. Go to the Filters tab, then enter Customer Type on the Search Filter tab and select it to add to the column.
  6. Select the type of customer in the Customer Type drop-down list.
  7. Click OK

 

For future reference, read through this article: Customize reports in QuickBooks Desktop. It helps you learn about personalizing any report to show what you want to display in the specific report. 

 

 Let me know if you have any other concerns. We're always here to help.  

 

 

 

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