QB Issue Resolution:
It’s nice to see you in the Community today. Allow me to share what I know about, pulling up Customer Contact List.
Currently, filtering the Customer Contact List by Sales Rep. is not available in QuickBooks Online. However, you can manually export the report to MS Excel and customize it there. Since this option is not yet available, I’d encourage you to submit feedback, which is sent to the Product Development Team for review when determining features to be added in updates. You can do this from within QuickBooks Online by selecting the Gear icon and clicking Feedback or by going to the following link: http://feedback.qbo.intuit.com/.
I’m just a reply a way if you have any questions about this matter. Wishing you and your business continued success.
Resolution for Issue 'I’m trying to run a report for the Customer Contact List, but I want to filter it by Sales Rep. However, it doesn’t look like that’s an option to filter by. Any advice?' available: Yes (Solved).
Source: Intuit Community forum.
I’m trying to run a report for the Customer Contact List, but I want to filter it by Sales Rep. However, it doesn’t look like that’s an option to filter by. Any advice?: this issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If it is a complex issue or you are unable to solve the issue, you may contact us by clicking here or by using other support options.Support for business continued
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