How to Print Customer List in 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.

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.

Also Read: How to Run Customer Sales Report by City/State in QB

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.

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.