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A
arkvalleyinfo
December 11, 2018
Question

Is there a way to count the total number of customers I have?

  • December 11, 2018
  • 2 replies
  • 0 views
If I could export just the customer names to excel that would be useful, but when I export I get all of the jobs listed with each customer so each customer is listed multiple times. I just want a quick way to get a total count on customers, not jobs...

2 replies

qbteachmt
qbteachmt
December 11, 2018

You can use Excel to separate the names at the colon, and that will leave only the Main Names in one column.

A
arkvalleyinfoAuthor
December 11, 2018
Hi Cchoffman811!

QB treats each job as a "subcustomer" of your customers. To get an accurate count of how many active customers you have, the excel file would have to be edited to remove the jobs/"subcustomers". Or you can run the Customer Contact list/Phone list report(s) and customize them to only display the customers and not the jobs. Either way would be a manual process, however you can memorize the report and use that to get an accruate count when needed. 

Hope this helps!

Amanda
A
arkvalleyinfoAuthor
December 11, 2018
I can't seem to figure out how to customize any of my reports, including the Customer Contact List, to show only the customer and not the jobs. Please tell me how to do that. I work in insurance and hundreds of our clients have multiple jobs associated with them...
4
4Runner
March 13, 2019

Reports>Customer Contact List>

Customize Report>Filters Tab

Under Filter >Select Customer Job Level >Select the radio button for = and make the amount in the box 0.

This will give you a report of only top level customers and not the jobs underneath.

Export to Excel and use the auto numbering rows to determine how many customers you have.

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