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Level 1

Is there a way to print a customer list that shows what customers are on terms?

Trying to sort customer list by who we've extended payment terms to.

3 Comments
Moderator

It's good to see you here, joshua. You can pull the Custo...

It's good to see you here, joshua.

You can pull the Customer Contact List report and customize it to show the Terms column. Let me show you how:

  1. Go to Reports.
  2. Enter Customer Contact List in the search field.
  3. Click the Customized button.
  4. Select All in the Terms drop down.
  5. Click Run report
  6. Click the Gear icon within the report. 
  7. Click Show More.
  8. Check the Terms box.
  9. Click Run report.

That's it! Fill me in if you have further questions. I'll be around if you need any help, joshua!

Level 1

Re: Customer Contact List

Is the Customer Contact List report still available in QBO? I can't find it anymore.

Moderator

Re: Customer Contact List

Thanks for chiming in this thread, martin_law23.

 

I'll help run the Customer Contact List report.

 

Yes, this report is available in QuickBooks Online. Since you're unable to find it, let's perform some troubleshooting steps to to fix it.

 

First, try viewing them in a private browser. This way, we can rule out if this isn't any cache related issue. Here's how:

  • Google Chrome: press Ctrl Shift N  
  • Internet Explorer and Mozilla Firefox: press Ctrl Shift P
  • Safari: press Command Shift N

Once done, go back to regular browsing and clear the browser's cache. Using a different browser also helps (Internet Explorer, Chrome or Firefox).

 

If the report is still not showing, it's possible that you have limited access to customers. Please ask the Master Admin of the account to update your access rights.

 

Here's how:

  1. Sign in as admin in QBO
  2. Choose the Gear icon at the top.
  3. Under Your Company, select Manage Users.
  4. Find the name of the user. From the Action drop-down, choose Edit.
  5. Under the User type drop-down, select the type of access for  this user to have.
  6. For Standard user, check Customers under Limited.
  7. Click Save.

image.png

 

Once done, sign out and sign back in to QBO and run the Customer Contact List report.

 

That information should get you back in order. I'd like to make sure that you're able to resolve this concern, so please let me know how that works. Best regards. 

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