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N
NewVistaCorp
July 12, 2021
Question

Add a contacts information in Vendor and Customer Contact List reports

  • July 12, 2021
  • 2 replies
  • 0 views

I am trying to print out a report for both Customer Contact List and Vendors Contact List that includes the contact's first name, last name, phone number, and email address. When I try to customize either of these reports I only get the option to display the name of the primary or secondary contact as one field.  I need to have the first name and last names as separate fields. In addition, I also need to include the contact's phone number and email address, not that of the company. Something like this list below

 

Vendor,

Vendor Main Phone,

Primary Contact First Name,

Primary contact Lst Name,

Primary Contact Phone,

Primary Contact Email

 

Is it possible to generate a report like this?

 

Thank you,

2 replies

E
Ethel_A12
July 12, 2021

Thank you for joining us here in the Community, @NewVistaCorp.

 

Let me share with you the steps on how to customize Customers Contact List and Vendors Contact List reports to show the details that you want. 

 

Here's how:

 

  1. Go to Reports.
  2. Click on List.
  3. Choose Customer Contact List.
  4. Click on Run.
  5. Go to Customize Report.
  6. Make sure to put a checkmark beside the First Name, Last Name, Phone, and Email or any other details that you want to appear on the report.
  7. Click OK.

Follow the same steps under Vendors Contact List.

 

You may also check on how to customize customer, job, and sales reports in QuickBooks Desktop for more tips in customizing reports.

 

I'll be here if you have other questions about customizing the Customer Contact List and Vendor Contact List. Let me know in the comment section. Take care.

N
NewVistaCorpAuthor
July 14, 2021

Thank you for your reply.

 

I have tried the instructions that you posted but when I go to customize the report it does not include any information for the contacts listed in the contacts area of the vendor or customer center. It seems like the Vendor Contact List and Customer Contact List reports can only pull the names of primary and secondary contacts and only as one field. I need their first and last names as separate fields.

R
RCV
July 14, 2021

Thanks for coming back. Let me help you create the report you need in QuickBooks Desktop, NewVistaCorp.

 

The Vendor Contact List and Customer Contact List reports will show you the Customer and Vendor name with the complete name. However, you can customize it to first and last names as separate fields. Wherein, the Customer,  First Name, and Last Name will show in the report. To do this, follow the steps below:

  1. Go to Reports on the top menu. 
  2. Click on List.
  3. Choose Customer or Vendor Contact List.
  4. Tap Customize Report.
  5. Enter Name in the Columns field, and choose First Name and Last Name. 
  6. Press OK.

 

If you'll want to show the First and Last Name only, then that option is unavailable. You can export the report to Excel and from there remove the Customer or Vendor column. You can check out the Customize reports in the QuickBooks Desktop article to modify the reports in the software.

 

Feel free to visit our Reports page for more insights about creating and managing reports.

 

Please update us on how you get on after trying the steps as I want to ensure this is resolved for you. I'll also address other QuickBooks related. You have a good one. 

M
meegs504
January 15, 2024

This is all helpful, but is there a way to filter the customer contact list by product/service? We have different business lines and different services. I would love to be able to pull the customer list by service, if possible! thanks!

M
Mark_AG
January 15, 2024

Hi there, @meegs504.

 

Let me assist you with your concern about filtering a report in QuickBooks Desktop. Although this option to filter the customer contact list by product/service isn't currently available, I can guide you to a workaround to achieve this goal.

 

First, you can run a Customer Contact List report and export it as Excel or PDF. Then, run a Sales by Item Detail report and customize it, adding the Name as the filter and using All customers/jobs as the filter type. Export it again as Excel or PDF. Then, you can manually combine them outside QuickBooks Desktop.

 

Furthermore, you can also learn how to memorize reports in QuickBooks Desktop so you can access them easily in the future.

 

You can always leave a reply below if you have further questions or concerns about running a customer report in QuickBooks Desktop. I'm always available to assist you.

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