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cchoffman811
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...

12 Comments 12
qbteachmt
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.

IntuitAmanda
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
cchoffman811
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...
IntuitAmanda
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.
4Runner
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.

coastalerica1
Level 3

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

That was perfect, thanks! Now how do I create the report to only show active customers who received in invoice in a specific year?

AlexV
QuickBooks Team

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

Good day, coastalerica1.

 

What I can suggest is by using the Invoice List report. This will show all the issued invoice within a specific period, then we can filter this by customer. You can follow these steps:

  1. Go to the Reports tab and pull up the Invoice List.
  2. From the Rows/columns drop-down, choose Customer.
  3. Make sure that the Report period is correct, then click Run report.

Also, I've added these articles for more details regarding reports:

Leave a comment below if you need more help. Take care!

coastalerica1
Level 3

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

I have Desktop Pro so I don't have that report. I don't understand why all the different platforms don't have the same reports. 

MirriamM
Moderator

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

Hello again, coastalerica1.

 

Allow me to join the thread and clear things out. 

 

The information provided by my colleague AlexV is for QuickBooks Online (QBO). That is why it's not showing on your QuickBooks Desktop since these two QuickBooks products are different platform and have unique features. 

 

To run the report, showing the active customers with invoices, see below steps:

  1. Go to the Reports menu at the top, then select Customers & Receivables.
  2. Choose Transaction List by Customer
  3. Tap the Customize Report button. 
  4. Click the Filters tab.
  5. In the search bar, type in Name, select All customers/jobs and tick the Active radio button.
  6. Type in Transaction Type also in the search bar, and select Invoice on the drop-down.
  7. Hit on OK to close the Modify Report window.

From there, you can filter the Dates to show the data you need.

 

For further guidance in customizing a report, you can check out this article: Customize Reports In QuickBooks Desktop.

 

If you have other concerns, just comment below or post again. I'll be sure to get back to you. Have a good one.

carterselectricaz
Level 1

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

Select Customer Job Level does not exist anywhere on my QB online... 

MelissaSF
Level 2

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

This is very helpful. However, is there a way to include a total of the invoices listed without having to export to Excel? Thanks

Rasa-LilaM
QuickBooks Team

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

Hello MelissaSF.

 

I can understand how important it is for your business to have the total of invoices readily available without having to export to Excel. I'm here to help you with this concern.

 

To provide the best solution, I just have to ask for more details. Can you please let me know if you're using the desktop or online version? Also, which specific report are you referring to?

 

Any information you can share will help me get on the same page. I'll be waiting for your response and working with you again. Thank you in advance, MelissaSF.

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