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Buy now & saveI need to send my customers information. However, this information is only for 1 location. Can I pull a report with customer information by location?
I can help you with pulling up a report with customer information by location, @OHI.
The Customer Contact List report in QuickBooks Online (QBO) only includes the phone number, email, billing address, and other contact info for each customer. To pull up a report with customer information by location, I suggest running the Sales by Location Detail report. Then, customize it by showing only the Customer column.
Follow the steps below:
You can now only see customers per location. For more information about running, printing, emailing, and exporting reports, check out this article: Run reports in QuickBooks Online.
To guide you further on how to choose which rows and columns appear on the report, refer to this article for detailed guidance: Customize reports in QuickBooks Online.
Let me know if you need further help with running customer information by location. I'm always here to assist. Have a wonderful day!
@MJoy_D thank you for responding. I was able to do as you said. However, it only gave the customer's name. I need the numbers and email addresses for marketing purposes. Is there a way to pull that information?
Can anyone help with this?
Welcome back, @OHI.
I've come up with a solution that can help you run customer information by location.
While we don't have an option to pull customer contact information by location, you can consider running two different reports and exporting them to an Excel file. Then, combine them into one Excel file.
You can run and export the Customer Contact List and Sales by Location Detail reports. Here's how:
Once done, you can now combine the two reports in one Excel file. From there, you can manually check the customer's information by location.
I'm adding this article for more guidance: Export your reports to Excel from QuickBooks Online.
Come back to this post and let me know how it goes, @OHI. I'll be around to provide further assistance.
You may also want to manage your customers in QuickBooks Online. This article will guide you on how to edit customers' information: Manage customers in QuickBooks Online.
Have a good one!
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