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Robert1026
Level 1

How can I run customers list in Quick books?

 
1 Comment 1
JonpriL
Moderator

How can I run customers list in Quick books?

Welcome, @Robert1026! I'll help run a list of your customers.

 

By going through customers from the Sales menu, you're able to run a list of customers entered in QuickBooks. If you're using the Accountant view display, the screenshots below are examples of your customers' list.

 

 

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On the other hand, you'll have two options to run a list of customers from a Business view display. Here are screenshots for your visual reference:

 

 

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I've included this article that'll help you understand your customer's profile and its transaction history which breaks down how much money you have: How to Add, Edit, Delete, or Merge Customers in QuickBooks Online?

 

When your customers have outstanding balances, you can create and send them a document showing a detailed reminder of what's coming in due. Use this link for the steps: How to Send Statements to Show Customers Summaries of their Invoices, Payments, Credits, and Balance...

 

Let me know in the comments below using the Reply button if you've got questions other than working with your customers' list. I'll be here ready to lead a helping hand. Take care always!

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