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June 18, 2024
Question

Select specific customers for contact report

  • June 18, 2024
  • 1 reply
  • 3 views
How to select customers to include on contact report

1 reply

QuickBooks Team
June 18, 2024

To filter a specific customer in QuickBooks Online (QBO), start by switching to the classic view, mdacimo. I know how to do this. Let me help you achieve your goal.

 

QBO lets you have a customer report where you can see their details that will be useful for your business. To select a specific customer, you can filter it. I'll show you how:
 

  1. From the left panel, click Reports.
  2. Type Customer Contact List in the Find report by name.
  3. Select Switch to classic view and choose Customize, then Filter.
  4. Tap the box beside the Customer and decide a specific customer from the dropdown arrow.
  5. If done, hit Run report.

 

 

On the other hand, I recommend reading this material for additional knowledge about handling reports in QBO: Run reports in QuickBooks Online.


After that, let us know if you still have queries with reports or any QuickBooks-related concerns. We're just one click away. Keep safe!