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Level 1

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 October 15, 2018

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QuickBooks Team

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

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

13 Comments 13
Highlighted
Level 1

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

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...
Highlighted
QuickBooks Team

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

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.
Highlighted
Level 1

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

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

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

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

Highlighted
Level 1

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

This post has been very helpful, however I also want to filter out the customers that just have estimates under their account. Is their a way to do this?

Highlighted
QuickBooks Team

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

We can filter out the customer's estimates reports by customizing it, @MonicaH

 

Here's how: 

  1. Open the Estimates by Customer Report
  2. Click Customize, then press Filter
  3. Check the Estimate Status tick-box and drop-down arrow click All.  
  4. Click Run report

 

 abc.1.PNG  

 

abc.12.PNG  

 

abc.123.PNG  

 

I've attached additional reference which contains the available reports in QuickBooks Online: 

Leave a comment below if you have other questions.

Highlighted
Level 1

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

@AileneA I'm sorry I'm trying to do the QB Account Desktop 2019 version, and I can't seem to find the Estimates by Customer Report.

Highlighted
QuickBooks Team
QuickBooks Team

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

We appreciate you for clarifying on what QuickBooks version you're using, MonicaH.

 

The option to run Estimates by Customer report is unavailable in QuickBooks Desktop Accountant 2019. However, you can run the Transaction List by Customer report. Then, filter the report to estimates only.

 

For the detailed steps, you can follow the instructions below:

 

  1. Click Reports on the top menu.
  2. Choose Customers & Receivables.
  3. Tick Transaction List by Customer.
  4. Hit Customize Report tab.
  5. Select Filters.
  6. Enter Transaction Type in the Choose Filter field.
  7. Choose Estimate in the Transaction Type drop-down button.
  8. Click OK.
  9. Choose the period in the Dates field. Then, hit Refresh.

For more details about customizing reports in QuickBooks Desktop, you can check out these articles:

 

Please loop me in if you need anything else with running the customer's report. I'm always here to help.

 

customer report 01.PNG customer report 02.PNG

Highlighted
Level 1

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

Hi Jeno

where do I find search bar to type job into?

 

TomA.

Highlighted
QuickBooks Team

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

Hi there, @StereoTom.

 

I've got you the details on how to include the job information in your Customer Contact List report.

Here's how:

  1. Go to Reports.
  2. Select Customers ad Receivables and choose Customer Contact List.
  3. Click the Customize Report button.
  4. Choose the Display tab.
  5. In the Columns field, enter 'Job.'
  6. Select the job information by placing a checkmark.
  7. Click OK.

The screenshot below shows you the last four steps.

 

04012020.PNG

 

It's also a great idea to save your report to be available for future use. 

 

I'm just a post away if you need further assistance. Have a good one.

 

 

Highlighted
Level 1

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

Thank you LieraMarie!

 

Is there a way to have only main jobs, no sub jobs appear in this report?

Highlighted
Level 1

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

Hi LieraMarie!

 

Can you tell me if i can only display job, not sub jobs in this report?

Highlighted
QuickBooks Team

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

Hey, StereoTom.

I've got the answer for you.

Here's how:

  1. Go to Reports.
  2. Select Customers ad Receivables and choose Customer Contact List.
  3. Click the Customize Report button.
  4. Choose the Display tab.
  5. In the Columns field, enter 'Job.'
  6. Select Job Type.
  7. Then choose from the drop down which job types you'd like to view
  8. Click OK.

I'm here if you have any other questions.

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