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Level 7
October 19, 2018
Solved

When exporting the vendor list from Quickbooks Online, how do I select additional fields (and have them export into separate columns). For ex., Tax ID, State, City, etc?

I need the following fields to export into separate columns in excel:

Company
Display Name
Address
City
State
Zip
Country
Notes
Attachements
Email
Phone
Mobile
Fax
Other
Website
Terms
Account #
Business ID #

Level 9
October 19, 2018

Hi gary.spivey,

I'll help you export additional fields into separate columns in Excel.

Here are the easy steps:

  1. Click Reports.
  2. In the Go to report field, type Vendor Contact List.
  3. Click Customize, and the Rows/Columns arrow.
  4. Check the boxes that you want to include in the report.
  5. Click Run report.
  6. Click the Export icon beside the Gear icon in the report.
  7. Select Export to Excel.

I've added some screeshots underneath that will guide you through the steps.

If you have any more questions about exporting reports, let me know. I'll help you out. Thanks!

9 replies

Level 9
October 19, 2018

Hi gary.spivey,

I'll help you export additional fields into separate columns in Excel.

Here are the easy steps:

  1. Click Reports.
  2. In the Go to report field, type Vendor Contact List.
  3. Click Customize, and the Rows/Columns arrow.
  4. Check the boxes that you want to include in the report.
  5. Click Run report.
  6. Click the Export icon beside the Gear icon in the report.
  7. Select Export to Excel.

I've added some screeshots underneath that will guide you through the steps.

If you have any more questions about exporting reports, let me know. I'll help you out. Thanks!

July 29, 2023

I want the "NOTES" field to come into my exported report!!! 

July 31, 2023

Yes, we can do that, @gone skiing. I can guide you through exporting reports with the Notes field in QuickBooks Online.

 

Exporting a report to Microsoft Excel allows you to modify the data on the report, such as sorting selected fields, reordering the fields, deleting fields, and Layout tabs to customize the report's output.

 

If you want to export your Vendor list report to Excel, here's how to do that:

 

  1. Click Reports.
  2. In the Go to report field, type Vendor Contact List.
  3. Press the Small Gear icon to show the Display Density screen.
  4. Put a checkmark on the Notes tick box
  5. Once done, click the Run report.
  6. Click the Export icon beside the Gear icon in the report.
  7. Select Export to Excel.

 

I also tried the steps on my end, and this is the result, see the illustration below for your reference:

 

 

If you encounter an error while following the steps above, we can try logging into a private window. This way, we can discover if there's a bug running in the regular browser. If this works, we can clear the cache in the regular browser.

 

Here are the shortcuts to incognito browsers:

 

  • Google Chrome: press Ctrl + Shift + N
  • Microsoft Edge: press Ctrl + Shift + N
  • Firefox: press: Shift + CTRL + P

 

Do you need to memorize the report? Please refer to this page. It can provide insights into saving the customized report: Memorize reports in QuickBooks Online.

 

I can still help you customize a report and guide how to save it using the tools available in QuickBooks Online. If you have any specific questions or need assistance with report generation or customization, feel free to ask!


Thank you Gary, but I am working with "customers" not vendors and there is no choice in customer list to choose "notes"