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April 3, 2025
Question

Print customer types

  • April 3, 2025
  • 1 reply
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How can i print my customers according to their customer types

1 reply

April 3, 2025

You can run the Customer Contact List report in QuickBooks Online (QBO) to get customer details included when printing data, @andiie46. I'll walk you through the process and provide a visual reference for seamless navigation.

 

The Customer Contact List report in QBO can be customized to include all your current customer' types. Moreover, the report enables you to print it to have a physical copy of the information. These are the steps:

 

  1. On the left navigational bar, click the Reports tab.
  2. Select Standard reports.
  3. In the search bar, enter Customer Contact List and click on the result.
  4. Click the Column button.
  5. Locate the Type column and then tick the box beside it.
  6. Once done, click the More actions button.
  7. Select Print/save as PDF.
  8. Click the Print button.

For visual navigation, see the screenshot below.

 

 

 

 

In addition, you can save custom reports for future use. This way, you can easily pull up the same data while having your settings ready. See this article for more details: Save a customized report in Quickbooks Online.

 

Also, our QuickBooks Live Expert Assisted is now available if you require tips to help streamline handling customers or their transactions. Feel free to visit them anytime.
 

Do you also need assistance with dealing with customer transactions? Or have other QuickBooks-related concerns? Let me know in the comment section so I can respond and lend a helping hand. Keep safe.