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Experienced Member

List for Customer with multiple Ship-To addresses

How do I export a list to excel for one customer that includes multiple Ship-To addresses?
Solved
Best answer 07-24-2018

Accepted Solutions
Established Community Backer ***

Re: List for Customer with multiple Ship-To addresses

Hi Toni, 

 

I'd be happy to lend a hand with exporting the customer's information. 

 

This can be done by running the Customer Contact List report. Here's how: 

 

  • Go to the Reports tab, select Customers & Receivables, and choose Customer Contact List
  • Click on Customize Report and check off all the ship to fields (ship to 1, ship to 2, ship to 3, etc.) under the Display tab. 
  • Under the Filters tab, go to Customers and select the customer you need to run the report for. 
  • Click OK. You should now see the contact information for the selected customer, which includes all of their shipping addresses. 
  • Navigate to the drop down arrow next to Excel, select Create New Worksheet, and click the Export button. 

 

Please let me know if this helps, or if you have any further questions for me. 

 

QuickBooks Team

Re: List for Customer with multiple Ship-To addresses

Hello, @sjtrucking.

 

Welcome to the QuickBooks Community. I hear you and I want to make sure you can use the product as you want to. I have taken some time to put together a feature request to have this implemented in the future. I recommend you do that same here.

 

If you have any questions about the feedback link or anything else QuickBooks, don't hesitate to reach out to me again.

16 Comments
Established Community Backer ***

Re: List for Customer with multiple Ship-To addresses

Hi Toni, 

 

I'd be happy to lend a hand with exporting the customer's information. 

 

This can be done by running the Customer Contact List report. Here's how: 

 

  • Go to the Reports tab, select Customers & Receivables, and choose Customer Contact List
  • Click on Customize Report and check off all the ship to fields (ship to 1, ship to 2, ship to 3, etc.) under the Display tab. 
  • Under the Filters tab, go to Customers and select the customer you need to run the report for. 
  • Click OK. You should now see the contact information for the selected customer, which includes all of their shipping addresses. 
  • Navigate to the drop down arrow next to Excel, select Create New Worksheet, and click the Export button. 

 

Please let me know if this helps, or if you have any further questions for me. 

 

Experienced Member

Re: List for Customer with multiple Ship-To addresses

Hello Alicia,

Thank you for taking the time to assist.  I initially did, and once again upon your reply, did generate this report; however, QB did not list any of the Ship To addresses (300+) for this one particular customer....unless there was a default address checked in the profile, and then only that address appeared on the report.

 

I did find a work around by generating a report under sales for that customer, then customizing to include all Ship To filter selections.  The format was not ideal, but definitely usuable.

 

Thank you again!

 

Toni

Established Community Backer ***

Re: List for Customer with multiple Ship-To addresses

For QB Desktop, unfortunately, there is No Way to export the "Ship To" adresses if you are maintaining a List of them. It is its own list.

 

The functions of "Ship to 1, Ship to 2" etc, seen in reporting are the Individual rows from the "Ship To" address block, the same way as you see "Bill to 1, Bill to 2" are the Rows. Think of these as Address Labels, to understand they have (for US addresses) 5 rows.

 

That isn't the same use of the words or phrase "Ship To 1" which I can Rename to be Project Location, as a Ship To Address, on the Ship To list for that name.

 

You can likely get to this data using a custom reporting tool, such as SDK or ODBC or perhaps Crystal Reports. I recommend asking on the Developers' Forum: https://help.developer.intuit.com/s/

 

 

To see what AliciaRoy described, please see my attachments.

 

Shipping Notes.JPGShip To Excel 2.JPGShip To Excel.JPGShip To Exported.JPG

Active Member

Re: List for Customer with multiple Ship-To addresses

Toni,

 

If you could share with me how you created that report, I would appreciate it. I am trying to do the same thing with a lot of frustration with not being able to within quickbooks.

 

Thank you,

Chandra

Active Member

Re: List for Customer with multiple Ship-To addresses

This does not work if you have a customer with more than one ship to address. It will only show you the default shipping address. If you uncheck the default, it will not show a shipping address at all. It's a major problem that Intuit needs to address.

QuickBooks Team

Re: List for Customer with multiple Ship-To addresses

Hello, @sjtrucking.

 

Welcome to the QuickBooks Community. I hear you and I want to make sure you can use the product as you want to. I have taken some time to put together a feature request to have this implemented in the future. I recommend you do that same here.

 

If you have any questions about the feedback link or anything else QuickBooks, don't hesitate to reach out to me again.

Experienced Member

Re: List for Customer with multiple Ship-To addresses

Unfortunately, there is not a way to generate a report with these options; but I understand that a QB team member submitted one on our behalf.  I will also submit a request.  Please consider submitting a request to move this closer to becoming an option in the near future.

Experienced Member

Re: List for Customer with multiple Ship-To addresses

Thank you. I have submitted a Feature Request to QB.  Please consider doing same, and hopefully it will be a near future option.

Experienced Member

Re: List for Customer with multiple Ship-To addresses

Why does this say "solved"? It is far from solved, as it is not possible to export a list of ship-to addresses for each customer. This is frustratingly not possible with Quickbooks.

Community Contributor **

Re: List for Customer with multiple Ship-To addresses

I followed your instructions, but it did not work for me. I would like to be able to edit ship to addresses under LISTS Add/Edit Multiple List entries. 

 

Can you help me?

 

Lisa Shealy

Experienced Member

Re: List for Customer with multiple Ship-To addresses

I don't think this really works.  There are 5 fields for Ship-to addresses, but that is for street, city state etc, not 5 multiple ship-to addresses. The report is a flat file structure, where multiple ship-to addresses don't fit this report structure. All the imports and exports of Customer data relates to their primary ship-to address.

Moderator

Re: List for Customer with multiple Ship-To addresses

Hello Lisa-S and TomC,

 

Let me share some details about editing the ship to addresses of the customers.

 

We don't have an option to edit the ship to addresses in the Add/Edit Multiple List Entries screen. You would have to manually update it in the Customer Information screen.

 

Here's how:

  1. Click Customer Care at the top, then choose Customer Center.
  2. Double-click the customer's name and update the Ship to address (refer to the screenshot below).
  3. Click OK.

image.png

 

I've sent a request to our Product Developers so they might consider adding this option. It would also help if you can send your feedback. They'll use your suggestions to fix and improve the overall product experience.

 

You can share your suggestions on how we can improve QuickBooks Desktop by following these steps:

  1. Click the Help menu in QuickBooks Desktop.
  2. Select Send Feedback Online.
  3. Choose Product Suggestion.

Thanks for sharing your ideas. Please reach out to me if there is anything else I can help you with. I'll always be here to assist you.

Established Community Backer ***

Re: List for Customer with multiple Ship-To addresses

@TomC 

 

This part is Both: "There are 5 fields for Ship-to addresses, but that is for street, city state etc, not 5 multiple ship-to addresses."

 

You can use Add New Ship To. You can rename it, for instance, Site. You fill in the address info. Add Another, and name it, for instance, Builder's Office. Fill in the address info. Add another Ship To and name it, for instance, Landscaper. Fill in the address info. Now I can ship to any of those locations associated with my Customer's Project.

 

The 5 lines are because US Addressing standard provides for the max of 5 lines, in the labels. Plus, you can include Notes, of course, when you Edit a Ship To listing.

 

"The report is a flat file structure, where multiple ship-to addresses don't fit this report structure. All the imports and exports of Customer data relates to their primary ship-to address."

 

If you run a report on the transactions, the info on the transactions is used. If you run a report on the names, only the Primary Ship To is used. There is no access to the Ship To Table from within the QB program interface.

Experienced Member

Re: List for Customer with multiple Ship-To addresses

So you agree with me too. What is confusing is that the answer above by AliciaRoy appears to say that the multiple ship-to addresses of customers can be listed in the customer contact list, just by displaying the 5 "ship to" fields. This is marked as the best answer, solved, and a kudos, when in fact it is incorrect - which is quite deceiving to readers. You cannot do it. It is not solved. You cannot export the multiple ship-to addresses either.

Moderator

Re: List for Customer with multiple Ship-To addresses

 

Thank you for posting in the Community, @TomC.

 

When someone gives an answer in the Community, any user has the option to mark that as the best answer. However, it doesn't imply that it would work for others.

 

Also, I can see how exporting the customer list to excel with multiple Ship-To addresses would be helpful in your company. We take our customer ideas into consideration when looking for product improvements.

 

I’ll be sure to share your thoughts with our Product Developers to see if this feature will be available on the next updates. I'm also inviting you to send your ideas directly to them. This way, it'll help us improve the product and know what works best for you. To send your comments and suggestions, please go to the Help menu, choose to Send Feedback Online, then click Product Suggestion.

 

If you need to reach out for more help, our Customer Care support will be able to help you get to a resolution quickly. Here's how to get in touch with them:

 

  1. Sign in to your QuickBooks Desktop company.
  2. Select QuickBooks Desktop Help.
  3. Click Contact us.

Thank you for dropping by. Feel free to leave a comment below if you have any other questions about QuickBooks. I'll be happy to help you out. Wishing you and your business continued success.

Established Community Backer ***

Re: List for Customer with multiple Ship-To addresses

@TomC 

 

I neither agree nor disagree; I describe the functions and explain how things work.

 

And many of the Intuit people here are Not End Users. For instance, you often see them respond by recommending JE, or by posting Deposits as AR or Checks using AP. All of this is Wrong for using QB properly. They get scripts, not Training. They never suffer the consequence of that bad guidance.