How to create a new customer list and export list in QuickBooks?

QuickBooks has streamlined business working by keeping an excellent systematic control over the various tasks and functions we perform to register the day to day business activities. with QuickBooks, all your lists and data are recorded in a very systematic manner.

Same is the case for creating a customer list. Customers are the most import entity for your business that gives your company. A disorganized data of customer information can prove to be harmful as a small error in this aspect can lead to significant losses.

QuickBooks provides an option to create customer-list to keep customer data in a simple and easily accessible manner. The puzzle here is to, how to get customer list that was added to QuickBooks company file recently. You can perform this in two ways

Create a “New Customer List”

Method 1-

At the time you add a “New Customer” to the QuickBooks company file, the QuickBooks stores the “time created field” to the record. You need to utilize a third-party reporting tool such as “Xpanded Reports” or Qube to get this information. No special effort is required to store/record the date here, as QuickBooks automatically set it.

Method 2-

• Fill in a “ custom field” to the customer record
• Record the “date”
• Include the value – “In custom fields” in the reports in QuickBooks (you cannot very easily filter the field for the range of dates as QuickBooks considers this as a text value)

Also Read: Re-sort Item, Class & Customer List in QuickBooks for MAC

Alternatively

• Create a “customer contact list ”
• Add – “Job start date ”
• Now filter the range of date you want to
• You are at a Customer window
• Modify/Edit the report to reflect the “start ”
• Filter the date you want
• And you have your report there.

Let’s also understand how to export a Customer list in QuickBooks.

Export a QuickBooks Customer List

QuickBooks stores and keeps a list of the customers, addresses and their contact details so that you can easily invoice them when it is required. All these transactions get recorded in the program and you can “Export” customer data to an MS Excel or CSV file so that the info can be used for importing data to a different program or compiling a mailing list. You can easily export the customer list from the “Customer Center” in the QuickBooks Menu. Follow the below steps to complete the process.

• Open/Launch QuickBooks.
• Select on “Customer Center” in the main menu and open the customer list.
• Select to reflect the “Customers” that you want in the list. You might require to press “Customers & Jobs” tab to see all the customers.
• Select the “View” option, and you have a list of filters
• Press to see the “Filters” you want to export the list entries.
• Click the “Excel” option in the Customer center menu
• Choose – an Export customer list
• Choose “ Make a new worksheet” option in the Export window, and you can have a “New Excel Worksheet” else select “export to (.csv) file
• Now press the “Export” option to make a list.

QuickBooks makes life easier and simpler. You can work in an organized atmosphere and regulate the workflow. Creating and managing customer list allows you to keep customer data organized and ready to be used when you need it. Hopefully, you are well aware now, on how to create “A new customer list” and export a customer list. In case of any concern does seek technical guidance at QuickBooks help desk phone number +1-855-365-6O12.