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OHI
Level 1

Is there a way to pull customer contact by location?

I need to send my customers information.  However, this information is only for 1 location.  Can I pull a report with customer information by location?

4 Comments 4
MJoy_D
Moderator

Is there a way to pull customer contact by location?

I can help you with pulling up a report with customer information by location, @OHI.

 

The Customer Contact List report in QuickBooks Online (QBO) only includes the phone number, email, billing address, and other contact info for each customer. To pull up a report with customer information by location, I suggest running the Sales by Location Detail report. Then, customize it by showing only the Customer column. 

 

Follow the steps below: 

 

  1. Go to Business overview then select Reports or go to Reports.
  2. Locate and click to run the  Sales by Location Detail report.
  3. Set the Report period to All Dates.
  4. Click the Gear icon on the report beside the Export icon.
  5. Select the checkbox for Customer only.
  6. Click on Run report.

 

You can now only see customers per location. For more information about running, printing, emailing, and exporting reports, check out this article: Run reports in QuickBooks Online

 

To guide you further on how to choose which rows and columns appear on the report, refer to this article for detailed guidance: Customize reports in QuickBooks Online.

 

Let me know if you need further help with running customer information by location. I'm always here to assist. Have a wonderful day!

OHI
Level 1

Is there a way to pull customer contact by location?

@MJoy_D  thank you for responding.  I was able to do as you said.  However, it only gave the customer's name.  I need the numbers and email addresses for marketing purposes.  Is there a way to pull that information?

OHI
Level 1

Is there a way to pull customer contact by location?

Can anyone help with this?

Mark_R
Moderator

Is there a way to pull customer contact by location?

Welcome back, @OHI.

 

I've come up with a solution that can help you run customer information by location.

 

While we don't have an option to pull customer contact information by location, you can consider running two different reports and exporting them to an Excel file. Then, combine them into one Excel file. 

 

You can run and export the Customer Contact List and Sales by Location Detail reports. Here's how:

 

  1. Pull up the Customer Contact List report.
  2. Make sure the Phone number and Email columns are added.
  3. Then, click the Export icon and select Export to Excel.
  4. Once done, pull the Sales by Location Detail report.
  5. Make sure to add the Customer column.
  6. Export the report to Excel.

 

Once done, you can now combine the two reports in one Excel file. From there, you can manually check the customer's information by location.

 

I'm adding this article for more guidance: Export your reports to Excel from QuickBooks Online.

 

Come back to this post and let me know how it goes, @OHI. I'll be around to provide further assistance.

 

You may also want to manage your customers in QuickBooks Online. This article will guide you on how to edit customers' information: Manage customers in QuickBooks Online.

 

Have a good one!

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