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?

When I attempt this, I don't see the "Display" field as an available checkbox. How can I create a report spreadsheet that includes the "Display" field?

Hello there, spinsky,

The Vendor column shows the Display name of the vendors. You can check that box to add their display name.

Here's an example of what it looks like with the Vendor column:

To know more about report customization, you can view these articles:

• Customize and modify columns on reports
• Memorize reports

Let me know if you need anything else.

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

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" 

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. 

1. Open the Customer Contact List report. 
2. At the top of the report click on Customize. 
3. Tap on Change columns. 
4. Scroll down and select Note.
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That should do the trick. Please let me know if there is anything else I can assist you with. Take care! 

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:

• Customize report
• Memorize report

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!