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January 17, 2024
Question

export customers address YTD

  • January 17, 2024
  • 1 reply
  • 0 views

How can I  export paid customer addresses from last year only?  

1 reply

January 17, 2024

Let me help you export your customer addresses from last year, mary135. 

 

We can run the Customer Contact List report and customize it to only show last year's YTD.


Here's how:

  1. Go to Reports.
  2. Enter Customer Contact List in the Find report by name field.
  3. Click Switch to classic view, then select Customize.
  4. Select Filter, then choose Last Year to Date from the Created Date dropdown.
  5. Select Run report then click Export.

In addition, you can check this article in case you want to save the current customization of your report: Memorize reports in QuickBooks Online.

 

Feel free to come back to this thread if you need additional assistance exporting your reports from QuickBooks Online. The Community is here to assist you.