Hows can I print a Customer List that just shows Customer Info. When I print, it also shows the Job Info and I just want a Customer List

This post has been very helpful, however I also want to filter out the customers that just have estimates under their account. Is their a way to do this?

We can filter out the customer's estimates reports by customizing it, @MonicaH. 

Here's how: 

1. Open the Estimates by Customer Report. 
2. Click Customize, then press Filter. 
3. Check the Estimate Status tick-box and drop-down arrow click All.  
4. Click Run report. 

I've attached additional reference which contains the available reports in QuickBooks Online: 

• Reports included in your QuickBooks Online subscription 

Leave a comment below if you have other questions.

@AileneA I'm sorry I'm trying to do the QB Account Desktop 2019 version, and I can't seem to find the Estimates by Customer Report.

We appreciate you for clarifying on what QuickBooks version you're using, MonicaH.

The option to run Estimates by Customer report is unavailable in QuickBooks Desktop Accountant 2019. However, you can run the Transaction List by Customer report. Then, filter the report to estimates only.

For the detailed steps, you can follow the instructions below:

1. Click Reports on the top menu.
2. Choose Customers & Receivables.
3. Tick Transaction List by Customer.
4. Hit Customize Report tab.
5. Select Filters.
6. Enter Transaction Type in the Choose Filter field.
7. Choose Estimate in the Transaction Type drop-down button.
8. Click OK.
9. Choose the period in the Dates field. Then, hit Refresh.

For more details about customizing reports in QuickBooks Desktop, you can check out these articles:

• Customize reports in QuickBooks Desktop
• Customize customer, job, and sales reports in QuickBooks Desktop

Please loop me in if you need anything else with running the customer's report. I'm always here to help.

Hi Jeno

where do I find search bar to type job into?

TomA.

Hi there, @StereoTom.

I've got you the details on how to include the job information in your Customer Contact List report.

Here's how:

1. Go to Reports.
2. Select Customers ad Receivables and choose Customer Contact List.
3. Click the Customize Report button.
4. Choose the Display tab.
5. In the Columns field, enter 'Job.'
6. Select the job information by placing a checkmark.
7. Click OK.

The screenshot below shows you the last four steps.

It's also a great idea to save your report to be available for future use. 

I'm just a post away if you need further assistance. Have a good one.

Thank you LieraMarie!

Is there a way to have only main jobs, no sub jobs appear in this report?

Hi LieraMarie!

Can you tell me if i can only display job, not sub jobs in this report?

Hey, StereoTom.

I've got the answer for you.

Here's how:

1. Go to Reports.
2. Select Customers ad Receivables and choose Customer Contact List.
3. Click the Customize Report button.
4. Choose the Display tab.
5. In the Columns field, enter 'Job.'
6. Select Job Type.
7. Then choose from the drop down which job types you'd like to view
8. Click OK.

I'm here if you have any other questions.

Is this possible to apply to the Add/Edit Multiple List Entries?

Thanks for joining the thread, @SpecialtyTX.

Do you mean you'll want to pull up the customer information on the Add/Edit Multiple List Entries page? However, we're unable to print the details.

If you wish to print the information, you can follow the steps given by my colleague above. Then, click Print at the top.

I've added these links about entering multiple jobs and pulling up reports in QuickBooks Desktop (QBDT) for reference:

• Track job costs in QuickBooks Desktop
• Customize customer, job, and sales reports

Let me know if you have additional questions about reports in QuickBooks. I'd be happy to help. Have a lovely day.