Connect with and learn from others in the QuickBooks Community.
Trying to sort customer list by who we've extended payment terms to.
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:
That's it! Fill me in if you have further questions. I'll be around if you need any help, joshua!
Is the Customer Contact List report still available in QBO? I can't find it anymore.
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:
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.
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.