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Reports, Customers and Receivables, Customer Contact List, Options, check 'show all'.
Most customer data shows but the 'cc' field and a few others are not available for selection. Why? It seems like any customer field which may have data should be available in a customer contact list report.
Screen shots of the available fields are attached.
Thank you for posting here, quicken1.
Let me share some details about the Cc email.
I understand that you want to add the Cc email to the Customer Contact List report. While we're unable to do this, you'll want to go to the Customer Center and proceed to the Email tab. From there, we can get the client's Cc email.
Need more help in making your reports more presentable? Here's how to customize reports in QuickBooks Desktop for Mac.
Keep on posting here if you need anything else. We'll respond as soon as we can.
The issue is not that I can't get the customer 'cc' email. It's of course available in the customer data screen. The problem is that the field is excluded from the report which means I can't export a list of my customers and their details to PDF or Excel for other uses.
Why can't you do this? Why is Quickbooks for mac almost good but not quite good and why isn't Quicken working to improve these little but significant issues? This kind of thing was never a problem w/ Quickbooks for Windows. Similar to the issue w/ bcc being included on statements emailed to customers which I have reported as a bug to your support.
btw, I assume/hope quickbooks online is where most of your development efforts are and I would use that except that I have multiple organizations to support and the cost model is very unfavorable compared to the desktop version.
Let me chime in and help you today, @quicken1.
I understand, how important it is to you to have the feature. But, currently, the CC email field in the Customer Contact List report is unavailable.
In this case, I suggest contacting our support team. They have tools to check your account and provide alternatives to reach your goal.
Here's how: Open QuickBooks.
For more details, please see this article: Contact QuickBooks Desktop support.
Additionally, you can customize any of your reports in QuickBooks Desktop for Mac so they have the data and style you want.
If you have additional concerns, feel free to comment below. We'll be right back. Good day.
I have this same problem in my QB for Mac (Desktop version). Why has QB included a field in the customer module that cannot be exported in ANY customer reports. It basically becomes a useless field. Especially for email. As EVERYONE needs to export their email lists to excel/csv to upload them to email marketing management platforms (like MailChimp). This is NOT a difficult feature for QB to add. Please put in a feature request to your programmers/developers to add this field to reporting. Its a simple fix and a no brainer that should have been done by default.
Hello, @Coleycat20.
The option to add the CC field when exporting the email lists will be a great addition to the current features that we have. I invite you to provide input to our developers so that this feature can be added to future releases. Rest assured, I'll do the same on my end.
Here's how:
Here's more information on how you can export reports as Excel workbooks in QuickBooks Desktop.
In case you'll encounter any errors, follow the steps outlined on the following article on how to resolve it: Fix export to Excel issues in QuickBooks Desktop.
Let me know if you need further help with your account. I'm always here to help. Have a great rest of the day!
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