Level 1

How do I generate a list of customers showing their trading terms?

 
QuickBooks Team

Manage customers and income

Hi Jarrad, 

 

Yes to get this type of report generated please see the steps below:

 

  1. Select the Reports tab 
  2. Search the report Customer Contact List.
  3. You will see an option of a small gear icon at the top right of the report select add columns
  4. Then you can select Terms

This will add the terms assigned to the customers next to their names.

 

Thanks,

 

-Steven