The customer list is a very useful aspect of QuickBooks or any of the accounting software. The customer list can let you know the contact information of your customers; they can also let you know the terms of customers. You will be able to review the detailed customer information with the help of the customer list.
So, if you are looking to extract and print the customer list from QuickBooks, then this article will help you in the process of doing the same by providing you stepwise information.
Also Read : Unable to Print in QuickBooks
Steps For Extracting And Printing The Customer List From QuickBooks
Total Time: 35 minutes
For Extracting and Printing the Customer list from QuickBooks:
You need to follow the below steps to Extract the Customer list in Microsoft Excel.
💠 Step 1. First of all, you need to Go to the reports from the left menu in QuickBooks.
💠 Step 2. Now you need to go to the search field > enter the customer contact list in the upper right corner.
💠 Step 3. After that click on customize,> then click on Rows/columns and finally select change columns.
💠 Step 4. Now click on the full name box and any other applicable address information that you need to extract.
💠 Step 5. After that select export and then export to excel.
For Editing the Customer List in the Excel File
💠 Step 1. First of all, open the extracted excel file and delete all the header rows. Please ensure not deleting the column headings.
💠 Step 2. You also need to delete any extra leading columns to the left of the “full name” column.
💠 Step 3. Now check and review that full name and Billing address are populated for all the customers.
💠 Step 4. Once you are satisfied, you need to go to the File tab and click on save as.
💠 Step 5. After that, you will have to create a merged template in MS word. After that, you can print it to get detailed information on your customers.
If You Want The Customized Customer List Report To Show The Term On Which Customers Are. Then You Can Follow the Below Steps:
💠 Step 1. First of all, you need to go to Reports > Customer contact list in the search field > customized button.
💠 Step 2. Now in the second step, select All in the terms drop-down menu > click on Run report.
💠 Step 3. After that, click on settings (gear icon) within the report >click on show more > click on terms box and lastly click on Run report.
For Directly Printing The Customer Contact List From QuickBooks, Follow The Below Steps:
💠 Step 1. You need to click on Reports > customer contact list in the search field.
💠 Step 2. Customize the report to add the field and columns and click on print from the top right corner of the screen and after that click on Print again.
How to add and manage customers in QuickBooks Online
Final Words :
If you still need any kind of help, please dial a toll-free number and get help from our QuickBooks helpdesk.