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When exporting the vendor list from Quickbooks Online, how do I select additional fields (and have them export into separate columns). For ex., Tax ID, State, City, etc?

Forum|Forum|7 years ago
October 19, 2018
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I need the following fields to export into separate columns in excel:

Company
Display Name
Address
City
State
Zip
Country
Notes
Attachements
Email
Phone
Mobile
Fax
Other
Website
Terms
Account #
Business ID #

QuickBooks Online

Best answer by ShiellaGraceA

Hi gary.spivey,

I'll help you export additional fields into separate columns in Excel.

Here are the easy steps:

Click Reports.
In the Go to report field, type Vendor Contact List.
Click Customize, and the Rows/Columns arrow.
Check the boxes that you want to include in the report.
Click Run report.
Click the Export icon beside the Gear icon in the report.
Select Export to Excel.

I've added some screeshots underneath that will guide you through the steps.

If you have any more questions about exporting reports, let me know. I'll help you out. Thanks!

ShiellaGraceAAnswer

Hi gary.spivey,

I'll help you export additional fields into separate columns in Excel.

Here are the easy steps:

Click Reports.
In the Go to report field, type Vendor Contact List.
Click Customize, and the Rows/Columns arrow.
Check the boxes that you want to include in the report.
Click Run report.
Click the Export icon beside the Gear icon in the report.
Select Export to Excel.

I've added some screeshots underneath that will guide you through the steps.

If you have any more questions about exporting reports, let me know. I'll help you out. Thanks!

When I attempt this, I don't see the "Display" field as an available checkbox. How can I create a report spreadsheet that includes the "Display" field?

Hello there, spinsky,

The Vendor column shows the Display name of the vendors. You can check that box to add their display name.

Here's an example of what it looks like with the Vendor column:

To know more about report customization, you can view these articles:

Let me know if you need anything else.