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November 1, 2019
Question

Where do I find the customer's phone number so I can chase outstanding accounts?

  • November 1, 2019
  • 1 reply
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1 reply

November 1, 2019

I can guide you on how to find the customer's phone number, hatpins9.

 

You can run the Customer Contact List report to see your customers' phone numbers.

 

Here's how:

 

  1. Click Reports on the left side menu.
  2. Type Customer Contact List in the Find report by name search field.
  3. If there's no column for Phone Numbers, just click the Customise tab.
  4. Click Rows/Columns and choose Change columns.
  5. Choose Phone Numbers.
  6. Click Run report.

For more details about customising your reports, you can check out this article: Customise your reports in QuickBooks Online.

 

I've got a link here where you can find articles about managing reports: https://quickbooks.intuit.com/learn-support/reports/misc/02/reports-au?label=QuickBooks%20Online.

 

Keep me posted if you need anything else in QBO. I'd be glad to help.