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nancyl
Level 5

Report on blank email field?

I need to run a report for customers who do NOT have email addresses and who's preferred delivery method is email.  I need the report to include name, email, preferred delivery method, rep, terms.  The reason for this is I'm finding emails have been deleted on customers who's preferred delivery method is email.  Without an email address, invoices and statements won't go out. I ran a report with the email address's and exported it to excel but there are so many and it's difficult to sort the rows all together. I'm using QB Enterprise. Thank you! 

2 Comments 2
IamjuViel
QuickBooks Team

Report on blank email field?

Hello there, @nancyl.

 

QuickBooks has a variety of reports that you can customize to suit your business needs. The Customer Contact list does not allow you to filter it to a specific preferred delivery method. However, you can generate the Transaction List by Customer report and customize it to show the Preferred Send/Delivery Method information. Here's how:

  1. Go to the Reports menu.
  2. Choose Customer & Receivables.
  3. Select the Transaction List by Customer
  4. Click Customize Report.
  5. Go to the Display option. 
  6. On the Columns tab, type-in and select the Preferred Delivery Method.
  7. From the Filter tab, select the Preferred Delivery Method.
  8. Choose Email
  9. Click OK

You can read through these articles to help you add a personal touch to the built-in reports and create a new one:

Stay in touch with us here if you have other questions about generating and customizing your report.  I'm always here to lend a hand.

IamjuViel
QuickBooks Team

Report on blank email field?

I'm here to make sure everything works fine, @nancyl

 

Making sure that you're able to generate a report for customers who don't have an email address is my priority. Have you tried performing the steps I shared above?

 

Leave a post below if you have other questions or concerns about navigating around QuickBooks. I'm always here to help.

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