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Level 7

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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?

9 replies
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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 #

QuickBooks Online

ShiellaGraceAAnswer

Level 9

Hi gary.spivey,

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

Here are the easy steps:

Click Reports.
In the Go to report field, type Vendor Contact List.
Click Customize, and the Rows/Columns arrow.
Check the boxes that you want to include in the report.
Click Run report.
Click the Export icon beside the Gear icon in the report.
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!

ShiellaGraceAAnswer

Level 9

Hi gary.spivey,

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

Here are the easy steps:

Click Reports.
In the Go to report field, type Vendor Contact List.
Click Customize, and the Rows/Columns arrow.
Check the boxes that you want to include in the report.
Click Run report.
Click the Export icon beside the Gear icon in the report.
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!

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

QuickBooks Team

QuickBooks Team

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

Hi there, @gone skiing.

You'll want to customize the report in QuickBooks Online and include the NOTE column. Once it's included it will display the notes you've entered for your customers and it will export the data as shown in QuickBooks Online. I've included some steps to include the notes on the report below.

Open the Customer Contact List report.
At the top of the report click on Customize.
Tap on Change columns.
Scroll down and select Note.

That should do the trick. Please let me know if there is anything else I can assist you with. Take care!