Contact List - Separating the Street, City and State into Fields (Quickbooks Online)

Custom Sound · ‎October 24, 2022

Hi, I need assistance with a report please in Quickbooks Online. I am trying to upload my contacts via a CSV file into Sales Force. Sales Force requires the address to be in a street name field, city, and state, as well as zip.

Does anyone know if I can make changes to a report to separate out these fields in Quickbooks? I ran a Contact List report, but the WHOLE address was put into one field which causes a problem when I import into Sales Force.

Please advise. Thank you!

Sara

ZackE · ‎October 24, 2022

Thanks for reaching out to the Community, Custom Sound.

When running contact list reports, you can customize their columns and separate addresses into ZIP, Street, State, and City columns.

Here's how:

In your left navigation bar, go to Reports.
Enter "Contact List" into the Find report by name search field.
Choose an appropriate report from your drop-down list.
Use the report's Settings (⚙️) icon.
Under your Change columns section, click ▼ Show More.
Tick the checkboxes for which columns you want displayed on your report. For example, if you'd like an address to show in separate columns, you can turn on Street, City, State, ZIP, and etc.
Make any other necessary changes.
Select Run report.

In the event you'd prefer to customize it further, you also have an option to export it as an Excel (XLSX) file.

If there's any additional questions, I'm just a post away. Have a lovely day!

View solution in original post

ZackE · ‎October 24, 2022

Thanks for reaching out to the Community, Custom Sound.

When running contact list reports, you can customize their columns and separate addresses into ZIP, Street, State, and City columns.

Here's how:

In your left navigation bar, go to Reports.
Enter "Contact List" into the Find report by name search field.
Choose an appropriate report from your drop-down list.
Use the report's Settings (⚙️) icon.
Under your Change columns section, click ▼ Show More.
Tick the checkboxes for which columns you want displayed on your report. For example, if you'd like an address to show in separate columns, you can turn on Street, City, State, ZIP, and etc.
Make any other necessary changes.
Select Run report.

In the event you'd prefer to customize it further, you also have an option to export it as an Excel (XLSX) file.

If there's any additional questions, I'm just a post away. Have a lovely day!

Custom Sound · ‎October 24, 2022

@ZackE THANK YOU THANK YOU THANK YOU!!! I can't say thank you enough for the quick reply AND the screenshot video. I knew it had to be something easy that I was overlooking, but for the life of me I couldn't remember where to make the change to the report I needed. You just made my day :)

Sara

AileneA · ‎October 24, 2022

You are most welcome, Custom Sound.

On behave of my colleague ZackE, we from the Community and Intuit are always here to make sure that we were able to help fix your issue anytime.

Check out this article that will help you in designing and personalizing your reports: Customize reports in QuickBooks Online.

You can always get back here in the Community. Cheers to more success in your business. Have a great day!

JOS16 · ‎November 30, 2022

Just wanted to say thank you for this information!

I had called QB support and two of the reps did not know how to do this.

I googled my question and your information popped up.

Huge help.

Thank you!

Adrian_A · ‎November 30, 2022

Hello there, JOS16.

It's good to hear that the response shared by my colleague resolves your concerns.

Don't hesitate to post again if you need help.

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Contact List - Separating the Street, City and State into Fields (Quickbooks Online)