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Hows can I print a Customer List that just shows Customer Info. When I print, it also shows the Job Info and I just want a Customer List

 
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Best answer 10-15-2018

Accepted Solutions
QuickBooks Team

Hello sherri, I can see why you'd like to remove the job...

Hello sherri,

I can see why you'd like to remove the job info from the Customer Contact List Report. Did you set up the customer job as sub-customers in QuickBooks? We can customize the report, so it would not show sub-customers. Please follow these steps:

  1. Open the Customer Contact List Report.
  2. Click Customize, then go to Filter.
  3. Look for Customer.
  4. Click the drop down and check all boxes before all parent customers (uncheck all sub-customers/job).
  5. Click Run Report.

I've attached a couple of screenshots as an additional reference. You can always drop a comment below if you have other questions.

View solution in original post

4 Comments
Not applicable

I cannot seem to find the "Is sub-customer" box.  My vers...

I cannot seem to find the "Is sub-customer" box.  My version is QuickBooks Premier Plus Edition 2017.  I always setup a Customer first, then go back and setup a Job.  
Pretty sure I am just doing something wrong.  Sorry to be a pain but I am not getting it...
QuickBooks Team

Hi again @sherri! Thanks for giving us additional details...

Hi again @sherri! Thanks for giving us additional details. The steps I've provided is for QuickBooks Online. For QuickBooks desktop, please follow these steps:

1. Open the Contact List Report.
2. Click Customize Report.
3. Go to the Filters tab, then type in job in the search field.
4. Select Customer:Job Level.
5. Select =, then 0.
6. Click OK.

Please see additional screenshot in my original answer.
Not applicable

Works like a charm.  Thank you so much, I will remember t...

Works like a charm.  Thank you so much, I will remember to list my QuickBooks Version when asking future questions
QuickBooks Team

Hello sherri, I can see why you'd like to remove the job...

Hello sherri,

I can see why you'd like to remove the job info from the Customer Contact List Report. Did you set up the customer job as sub-customers in QuickBooks? We can customize the report, so it would not show sub-customers. Please follow these steps:

  1. Open the Customer Contact List Report.
  2. Click Customize, then go to Filter.
  3. Look for Customer.
  4. Click the drop down and check all boxes before all parent customers (uncheck all sub-customers/job).
  5. Click Run Report.

I've attached a couple of screenshots as an additional reference. You can always drop a comment below if you have other questions.

View solution in original post

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