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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?

  • October 19, 2018
  • 9 replies
  • 281 views

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 #

Best answer by ShiellaGraceA

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!!! 

Level 8
August 1, 2023

For the last time, "Notes" is NOT a field in the drop down "customize" list that I can click on! Why does my online program not have it?? 


I'm dedicated to ensuring a smooth and successful export process for you, gone skiing. Let's work together to make it happen.

 

The Notes column should be available in all versions of QuickBooks Online. However, considering the situation you described, it appears that you're currently using the new enhanced design of the Customer Contact List. This could be the reason why you're unable to locate this specific option.

 

To access it, we'll need to temporarily switch to the old layout. Don't worry, I'll be here to guide you through the process step by step. 

 

  1. Go to the Reports menu.
  2. Under Sale and customers, choose Customer Contact List.
  3. Select Switch to classic view and click the Customize button.
  4. Head to the Rows/Columns section, then tick the Notes checkbox.
  5. Hit Run report and click the Export icon.
  6. Choose Export to Excel to complete the process.


If you still can't see it, let's access your company through a private or incognito window. QuickBooks Online uses temporary internet files to load the pages faster. However, they get outdated or corrupted over time, causing display issues in the program. Here are the keyboard shortcuts:

 

  • Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Safari: Command + Shift + N

 

If that works, go back to your regular browser. Then, clear its cache and cookies to start over fresh. Alternatively, we can switch to other supported browsers.

 

Additionally, here's a compilation of articles that will help you maximize QBO's reporting capabilities:

 

 

Should you require further assistance in managing your customers, vendors, and employees, just notify me by dropping a comment below. I'll always have your back!