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Why do we have three lists, Customer contact, Class, and Location, what is each one for?

 
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Best answer 06-25-2019

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QuickBooks Team

Re: Why do we have three lists, Customer contact, Class, and Location, what is each one for?

Hi, @john37,

 

Let me share with you the functionality of the customer contact, class, and location.

 

The Customer Contact list shows all information entered on the customer's profile page. While the Class list displays the classes you've used when you categorize your accounting transactions. And the Location list displays the transactions you've categorized for different parts of your company.

 

If you wish to pull up the Customer contact List report, simply click Reports from the left pane, then open the report. This way, you'll be able to see your customer's information.

 

If you need to customize the report, you can read through this article for the detailed steps: How to customize reports.

 

Fill me in if there's anything else you need about the list mentioned in this thread. I'm always around whenever you need assistance.

1 Comment
QuickBooks Team

Re: Why do we have three lists, Customer contact, Class, and Location, what is each one for?

Hi, @john37,

 

Let me share with you the functionality of the customer contact, class, and location.

 

The Customer Contact list shows all information entered on the customer's profile page. While the Class list displays the classes you've used when you categorize your accounting transactions. And the Location list displays the transactions you've categorized for different parts of your company.

 

If you wish to pull up the Customer contact List report, simply click Reports from the left pane, then open the report. This way, you'll be able to see your customer's information.

 

If you need to customize the report, you can read through this article for the detailed steps: How to customize reports.

 

Fill me in if there's anything else you need about the list mentioned in this thread. I'm always around whenever you need assistance.

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