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September 27, 2023
Question

Add a contacts information in Customer Contact List report

  • September 27, 2023
  • 1 reply
  • 0 views

How would I create a custom report to add Contact Full Name to it (or first name / last name)? When I open the Customer Contact List report, it does not give me that customization option. 

1 reply

September 27, 2023

Hi there, @WSpit99.

 

I'm here to provide a way to add further customer information to your report in QuickBooks Online (QBO).

 

Right now, the available columns in customizing the Customer Contact List Report are the following:

 

  • Customer
  • Phone Numbers
  • Email
  • Full Name
  • Building Address
  • Shipping Address

 

If you want the full name to be separated into Last Name and First Name, you can consider exporting this into an Excel file and manually adding the columns.

 

To begin, let’s pull up the report using the steps below:

 

  1. Go to the Reports menu and locate the Customer Contact List report.
  2. You can click the Customize button to add columns you may want to see on your report.
  3. Then, click Run Report.

 

After that, export the report to customize it:

 

  1. In the report window, click the Export icon.
  2. Select Export to Excel.
  3. Follow the on-screen instructions to finish exporting them and start merging the data into one.

 

Moreover, I've added an article that'll help you customize, also save the current customization setting of your reports to prevent you from personalizing it again:

 

 

Feel free to post if you have more concerns with your reports. I'm always available whenever you need my assistance.

WSpit99Author
September 27, 2023

Thank you. Full Name would be great if I could find it. When I click Customize, all it shows is "accounting method" cash or accrual. If I select "Columns", the list does not have "Full Name" on it.

WSpit99Author
September 27, 2023

2nd attachment