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communityoil
April 8, 2022
Question

QBO How to form a list of customers containing selected details for each eg contact info?

  • April 8, 2022
  • 1 reply
  • 0 views
I just want a simple contact list that I might be able to export and keep at hand on screen, maybe 450 entries

1 reply

Angelyn_T
Angelyn_T
April 8, 2022

Hi there, @communityoil.

 

You can use your QuickBooks Online (QBO) report to get the information you need. I'll guide you on how.

 

  1. Sign in to your QBO account.
  2. Click Reports at the left pane, then open the Customer Contact List report.
  3. Select the Settings icon beside Export to add or remove columns.
  4. You can also tap on the Customise tab to customise your report.
  5. Hit Run report to refresh the page.

 

To export the report, select the Export's icon drop-down arrow between Print and Settings. Then, choose either Export to Excel or Export to PDF.

 

For more tips while running basic reports in QBO, you can open this article: Run reports in QuickBooks Online. The same resources give you details on how to memorize, print, and email reports.

 

 I'm looking forward to hearing from you again. If you have any other questions while getting your customers' contact list, feel free to add a comment below. Keep safe!

C
communityoilAuthor
April 17, 2022

Angelyn_T

Great - spot on! Thank you.  But onward: One of the optional columns in Customer Contacts is Customer Type.  I can get this column heading onto the report.  But I cannot find where I can populate this column with my data.  There does not seem to be a slot in New Customer or Customer data Edit for this info.  I would like to utilise Customer Type column.  Please advise.  Hoping for one of your superb responses here.

G
GebelAlainaM
April 17, 2022

Thank you for getting back to the thread, @communityoil. I can help you customer types column in QuickBooks Online.

You can use customer types for grouping customers into different segments. Let me guide you through the process.

Here's how to create customer types:
 

  1. Select Get paid & pay and tap Customers.
  2. From the Customers screen, select Customer types.
  3. Choose New customer type.
  4. Enter a name for the customer type, then Save.
     

If everything is all good, you're now ready to customize then run a report to get a snapshot of your customer types.

Here's the report you can pull up:
 

  1. Go to Reports menu.
  2. From the Sales and Customers section. Select Customer Contact List report customized to add a customer type column.
  3. Then run report and check if the data will show.

For more detailed process and the steps for assigning customer types for individuals and to multiple customers. Feel free to check out this article: Set up and assign customer types in QuickBooks Online.

In case you'd like to to download your report any other data from QuickBooks, you can refer to this article: Export reports, lists, and other data from QuickBooks Online.

I'll be around if you need anything else or if you have further clarification about customer types. Have a good one!

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