Quick Answer: How Do I Run A Customer List In QuickBooks?

How do I print a customer transaction report in QuickBooks?

How do I print out a customer statement that shows the total amount paid for the year 2016?Go to the Customers tab.Click on the name of the customer.Click New transaction.Select Statement.Click on the drop-down under Statement Type, and choose Transaction Statement.Select the correct Start Date and End Date.More items…•.

How do I find out how much a customer paid in QuickBooks?

Click Reports at the top. Select Customers & Receivables, and then choose Transaction List by Customer. On the Num column, you’ll see all of the invoice numbers. You can open each transaction to see the payment numbers.

How do I export my customer list from QuickBooks?

Export customer data from the Reports pageFrom the left menu, select Reports.Go to Sales and Customers section.Select Customer Contact List. Note: You can modify this report by selecting the three vertical dots (⋮) icon, then Customize. … Select the Export icon next to the Print icon, then choose Export to Excel.

How do I add a new customer to QuickBooks desktop?

To add a customer in QuickBooks Pro, begin by going to Customers>Customer Center>New Customer. Customer Information is divided into five sections: Address Info, Payment Settings, Sales Tax Settings, Additional Info, and Job Status. The only section that is truly required is Address Information, but we’ll go over each.

How do I find customer list in QuickBooks?

You can export a customer list from the Customer Center in the main QuickBooks menu.Launch QuickBooks.Click “Customer Center” in the main menu to open the customer list.Click to display the customers that you want to include the list. … Click the “View” down-arrow button to display a list of filters.More items…

How do I print a customer contact list in QuickBooks?

Here’s how:Click Reports.In the Find report by name field, enter Customer Contact List.Click the Customize button, then add the fields or columns you need for the report.Click the Print icon, then click Print again.

How do I assign a customer to a class in QuickBooks?

Click the Customer menu.Select Customer Center.Look for the specific customer.Double-click to open customer information.Choose Additional Info.Click the Classes drop-down selection.Assign a specific class to the customer.

What are customers in QuickBooks?

In QuickBooks, a customer is a record of information about your real-life customer. The program takes the data you enter about customers and uses it to fill in invoices and other sales forms with your customers’ names, addresses, payment terms, and other info.

What is a customer type in QuickBooks?

You can use customer types to categorize your customers in ways that are meaningful to your business. Double-click to select a customer name in the list that displays. … In the Edit Customer dialog box, click the Additional Info tab and select a type from the Type drop-down list.

How do I print a list of items in QuickBooks?

To export list information to a text file, click the button in the lower-left corner of the list window and choose Print List. When QuickBooks displays the Print dialog box, select the File option button, click Print, and then provide a filename when prompted.

How do I find the number of customers in QuickBooks desktop?

Select Sales from the left menu. Select Customers at the top. To change the number of rows shown on the list, select the Gear icon above the Action column, then select the Rows drop-down. To see the total customer count, scroll to the bottom of the Customers screen.

How do I create a customer list in QuickBooks?

Setting Up a Customer List in QuickBooksChoose the Lists –> Customer Job List command. … To add a new customer, click the Customer:Job button and then choose the New command. … Use the Customer Name box to give the customer a short name. … Ignore the Opening Balance and As Of boxes. … Fill in the boxes of the Address Info tab.More items…

How do I run a customer report in QuickBooks?

Activity by Customer ReportHead to your Reports tab and search for Transaction Detail by Account.Enter your required Report period and select Customer in the Group by field.Select Run report.Click Customize then Filter.More items…•

How do I export a list from QuickBooks?

Step 1: Export ListFrom the QuickBooks File menu, select Utilities > Export > Lists to IIF Files.Select the list you want to export and click OK.Browse the location where you want to save your file and click Save.

How do I import a vendor into QuickBooks desktop?

Sign in to your QuickBooks Online company and complete the import.Under Customers, select Invoice.Under Tools, choose Import Data.From the list, select Customers (or Vendors) depending on which you want to import.Select Browse.Find and select the Excel file, click Open, then select Next to continue.More items…•

How do I categorize customers in QuickBooks?

Assigning Customer Type on Quickbooks OnlineGo to the Gear icon at the top, then Account and Settings.Select Advanced from the left.In the Categories section, click the edit (pencil) icon.Choose the category you want to enable and select the settings for that category.Select the Save button.

How do you create a client list?

7 steps to building your client listEstablish your client base. It sounds counterintuitive to narrow your focus when you want to broaden your client base, but finding your niche is key to expanding your business. … Ask for feedback. … Share your knowledge. … Reward loyalty. … Treat clients like people, not business. … Email your clients. … Give them access to your network.