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Hello there, @amber_shortt-hot.
I want to make sure I'm giving you the correct information.
If you're trying to add a custom field on the customer's profile before exporting to Excel, you can. Just ensure you're using the Advanced version of QuickBooks Online.
Here's how to create and use enhanced custom fields on Customers profile in QuickBooks Online Advanced:
You can check out this article for more detailed information: Create and edit custom fields in QuickBooks Online Advanced.
However, if you're trying to customize the customer information you want to export to Excel, you can do that through the Reports page.
Here's how:
See this article for additional insights on exporting customer data to Excel.
Feel free to post more of your concerns if you have any. I'll be right up to help.
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