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Level 1

Is there a way to count the total number of customers I have?

If I could export just the customer names to excel that would be useful, but when I export I get all of the jobs listed with each customer so each customer is listed multiple times. I just want a quick way to get a total count on customers, not jobs...

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Level 15

Is there a way to count the total number of customers I have?

You can use Excel to separate the names at the colon, and that will leave only the Main Names in one column.

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Level 1

Is there a way to count the total number of customers I have?

Hi Cchoffman811!

QB treats each job as a "subcustomer" of your customers. To get an accurate count of how many active customers you have, the excel file would have to be edited to remove the jobs/"subcustomers". Or you can run the Customer Contact list/Phone list report(s) and customize them to only display the customers and not the jobs. Either way would be a manual process, however you can memorize the report and use that to get an accruate count when needed. 

Hope this helps!

Amanda
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Level 1

Is there a way to count the total number of customers I have?

I can't seem to figure out how to customize any of my reports, including the Customer Contact List, to show only the customer and not the jobs. Please tell me how to do that. I work in insurance and hundreds of our clients have multiple jobs associated with them...
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Level 1

Is there a way to count the total number of customers I have?

The way to customize the report to show just the customers and not the jobs would be:
1. Run the Customer contact list report.
2. Click Customize in the upper left of the report.
3. Under the Filters tab click Customer under the Fitlers list.
4. In the drop down next to that list, select the option Multiple customers/jobs.
5. A box should open up and on the right should be the list of your customers and jobs.

This is the manual process. In this list you can go through and select only your customers and not the jobs. The ones selected will have a check mark placed next to the name. Once you have selected just the customers click OK in that box and then OK again in the Modify report box. This should update the report to show just the customers and not the jobs associated with them. Then you can export it to excel to get the correct count.
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Level 1

Is there a way to count the total number of customers I have?

Reports>Customer Contact List>

Customize Report>Filters Tab

Under Filter >Select Customer Job Level >Select the radio button for = and make the amount in the box 0.

This will give you a report of only top level customers and not the jobs underneath.

Export to Excel and use the auto numbering rows to determine how many customers you have.

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