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Customer Contact List Report to list Jobs Info but only the upper level Customer name (no :JobName added)

Forum|Forum|4 years ago
March 3, 2022
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Hi fellow QuickBookds users. I am using QB Desktop Pro Plus. I need to print various information for my jobs and I am using Customer Contact List Report. I have customized this report to show the info I need for my jobs and set Filter Customer:JobLevel =1 to show the jobs. The only problem is that in the Customer field shows the customer name together with the job name in the format CustomerName:JobName. I don't want that. How do I get it to display Customer without :JobName? Thank you.

QuickBooks Desktop

Best answer by BigRedConsulting

=LEFT(A2,FIND(":",A2)-1)

BigRedConsulting

Unfortunately there isn't a way to change how the name field on reports looks within QuickBooks. About the only think you can do is send the report to Excel and delete the unwanted information or write a formula in another column to only show the Job.

For example, this formula will work to remove the customer name:

=MID(A2,FIND(":",A2)+1,LEN(A2))

S

SVFrbdeAuthor

Thank you. I could do that since I am actually exporting the reports data into excel anyway. However, I need Customer name and not the job name, in other words everything before the ":". How can I extract that first part?

BigRedConsultingAnswer

=LEFT(A2,FIND(":",A2)-1)

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