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S
sherrichrist
October 16, 2018
Solved

Hows can I print a Customer List that just shows Customer Info. When I print, it also shows the Job Info and I just want a Customer List

  • October 16, 2018
  • 4 replies
  • 0 views
Original commenter did not share additional details
Best answer by JenoP

Hello sherri,

I can see why you'd like to remove the job info from the Customer Contact List Report. Did you set up the customer job as sub-customers in QuickBooks? We can customize the report, so it would not show sub-customers. Please follow these steps:

  1. Open the Customer Contact List Report.
  2. Click Customize, then go to Filter.
  3. Look for Customer.
  4. Click the drop down and check all boxes before all parent customers (uncheck all sub-customers/job).
  5. Click Run Report.

I've attached a couple of screenshots as an additional reference. You can always drop a comment below if you have other questions.

4 replies

S
sherrichristAuthor
October 16, 2018
I cannot seem to find the "Is sub-customer" box.  My version is QuickBooks Premier Plus Edition 2017.  I always setup a Customer first, then go back and setup a Job.  
Pretty sure I am just doing something wrong.  Sorry to be a pain but I am not getting it...
JenoP
JenoP
October 16, 2018
Hi again @sherri! Thanks for giving us additional details. The steps I've provided is for QuickBooks Online. For QuickBooks desktop, please follow these steps:

1. Open the Contact List Report.
2. Click Customize Report.
3. Go to the Filters tab, then type in job in the search field.
4. Select Customer:Job Level.
5. Select =, then 0.
6. Click OK.

Please see additional screenshot in my original answer.
M
MonicaH
December 5, 2019

This post has been very helpful, however I also want to filter out the customers that just have estimates under their account. Is their a way to do this?

S
sherrichristAuthor
October 16, 2018
Works like a charm.  Thank you so much, I will remember to list my QuickBooks Version when asking future questions
A
AileneA
December 5, 2019

We can filter out the customer's estimates reports by customizing it, @MonicaH. 

 

Here's how: 

  1. Open the Estimates by Customer Report. 
  2. Click Customize, then press Filter. 
  3. Check the Estimate Status tick-box and drop-down arrow click All.  
  4. Click Run report. 

 

  

 

 

 

 

 

I've attached additional reference which contains the available reports in QuickBooks Online: 

Leave a comment below if you have other questions.

M
MonicaH
December 5, 2019

@AileneA I'm sorry I'm trying to do the QB Account Desktop 2019 version, and I can't seem to find the Estimates by Customer Report.

JenoP
JenoPAnswer
October 16, 2018

Hello sherri,

I can see why you'd like to remove the job info from the Customer Contact List Report. Did you set up the customer job as sub-customers in QuickBooks? We can customize the report, so it would not show sub-customers. Please follow these steps:

  1. Open the Customer Contact List Report.
  2. Click Customize, then go to Filter.
  3. Look for Customer.
  4. Click the drop down and check all boxes before all parent customers (uncheck all sub-customers/job).
  5. Click Run Report.

I've attached a couple of screenshots as an additional reference. You can always drop a comment below if you have other questions.

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