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You can use Excel to separate the names at the colon, and that will leave only the Main Names in one column.
Reports>Customer Contact List>
Customize Report>Filters Tab
Under Filter >Select Customer Job Level >Select the radio button for = and make the amount in the box 0.
This will give you a report of only top level customers and not the jobs underneath.
Export to Excel and use the auto numbering rows to determine how many customers you have.
That was perfect, thanks! Now how do I create the report to only show active customers who received in invoice in a specific year?
Good day, coastalerica1.
What I can suggest is by using the Invoice List report. This will show all the issued invoice within a specific period, then we can filter this by customer. You can follow these steps:
Also, I've added these articles for more details regarding reports:
Leave a comment below if you need more help. Take care!
I have Desktop Pro so I don't have that report. I don't understand why all the different platforms don't have the same reports.
Hello again, coastalerica1.
Allow me to join the thread and clear things out.
The information provided by my colleague AlexV is for QuickBooks Online (QBO). That is why it's not showing on your QuickBooks Desktop since these two QuickBooks products are different platform and have unique features.
To run the report, showing the active customers with invoices, see below steps:
From there, you can filter the Dates to show the data you need.
For further guidance in customizing a report, you can check out this article: Customize Reports In QuickBooks Desktop.
If you have other concerns, just comment below or post again. I'll be sure to get back to you. Have a good one.
Select Customer Job Level does not exist anywhere on my QB online...
This is very helpful. However, is there a way to include a total of the invoices listed without having to export to Excel? Thanks
Hello MelissaSF.
I can understand how important it is for your business to have the total of invoices readily available without having to export to Excel. I'm here to help you with this concern.
To provide the best solution, I just have to ask for more details. Can you please let me know if you're using the desktop or online version? Also, which specific report are you referring to?
Any information you can share will help me get on the same page. I'll be waiting for your response and working with you again. Thank you in advance, MelissaSF.
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