Customer Contact List

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Customer Contact List: I am trying to add an employee, but I am getting the error that the name is already being used. Previously, when we first got the program, we had gone into the add employee screen and entered the name, just as a test to have a look at how things are set up. We did not save that entry and just backed out of the screen. No employee was created on the list. It even prompts to set up payroll and create first customer. The odd thing is, if i were to say, create an expense. The name shows up as an employee under the Payee dropdown as an employee.

I solved the issue with a specialist over the phone.

The problem was that there was no employees in the list whatsoever to click and delete, despite it showing up as potential payee and taking up the space as a name. For some reason it was saving them as some sort of […]

Resolution for 'Customer Contact List issue: 'I am trying to add an employee, but I am getting the error that the name is already being used. Previously, when we first got the program, we had gone into the add employee screen and entered the name, just as a test to have a look at how things are set up. We did not save that entry and just backed out of the screen. No employee was created on the list. It even prompts to set up payroll and create first customer. The odd thing is, if i were to say, create an expense. The name shows up as an employee under the Payee dropdown as an employee.' available: Yes.

The Customer Contact List 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 Customer Contact List issue yourself by looking for a resolution described in the article. If it is a complex Customer Contact List issue or you are unable to solve the issue, you may contact us by clicking here or by using other Customer Contact List support options.

For more information about resolving issues related to Customer Contact List in Quickbooks/QBO or to get support for the issue 'I am trying to add an employee, but I am getting the error that the name is already being used. Previously, when we first got the program, we had gone into the add employee screen and entered the name, just as a test to have a look at how things are set up. We did not save that entry and just backed out of the screen. No employee was created on the list. It even prompts to set up payroll and create first customer. The odd thing is, if i were to say, create an expense. The name shows up as an employee under the Payee dropdown as an employee.', click the link below:

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Customer Contact List: Why do we have three lists, Customer contact, Class, and Location, what is each one for?

Let me share with you the functionality of the customer contact, class, and location.

 

The Customer Contact list shows all information entered on the customer’s profile page. While the Class list displays the classes you’ve used when you categorize your accounting transactions. And the Location list displays the transactions you’ve categorized for different […]

Resolution for 'Customer Contact List issue: 'Why do we have three lists, Customer contact, Class, and Location, what is each one for?' available: Yes.

The Customer Contact List 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 Customer Contact List issue yourself by looking for a resolution described in the article. If it is a complex Customer Contact List issue or you are unable to solve the issue, you may contact us by clicking here or by using other Customer Contact List support options.

For more information about resolving issues related to Customer Contact List in Quickbooks/QBO or to get support for the issue 'Why do we have three lists, Customer contact, Class, and Location, what is each one for?', click the link below:

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Customer Contact List: Sending out a mass email to previous customers

Currently, we can only send an email promotion per customer at a time in QuickBooks Online. I’d recommend letting our Product Development Team know about this. You can click the Gear icon in the upper-right corner and select Feedback.

 

As a workaround, you can use your personal or company email provider […]

Resolution for 'Customer Contact List issue: 'Sending out a mass email to previous customers' available: Yes.

The Customer Contact List 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 Customer Contact List issue yourself by looking for a resolution described in the article. If it is a complex Customer Contact List issue or you are unable to solve the issue, you may contact us by clicking here or by using other Customer Contact List support options.

For more information about resolving issues related to Customer Contact List in Quickbooks/QBO or to get support for the issue 'Sending out a mass email to previous customers', click the link below:

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Customer Contact List: The Customer Contact List Report option to filter by “Customer Type” is still broken. I was gonna use this for call lists based on deliver days. Any update on fixes?

In case you, like me, were waiting for this to be resolved it seems like it works now. I was able to create reports filtering by Customer Type as of this morning. Good to know they’re actually updating this thing.

Resolution for 'Customer Contact List issue: 'The Customer Contact List Report option to filter by “Customer Type” is still broken. I was gonna use this for call lists based on deliver days. Any update on fixes?' available: Yes.

The Customer Contact List 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 Customer Contact List issue yourself by looking for a resolution described in the article. If it is a complex Customer Contact List issue or you are unable to solve the issue, you may contact us by clicking here or by using other Customer Contact List support options.

For more information about resolving issues related to Customer Contact List in Quickbooks/QBO or to get support for the issue 'The Customer Contact List Report option to filter by “Customer Type” is still broken. I was gonna use this for call lists based on deliver days. Any update on fixes?', click the link below:

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Customer Contact List: List for Customer with multiple Ship-To addresses

This can be done by running the Customer Contact List report. Here’s how:

 

  • Go to the Reports tab, select Customers & Receivables, and choose Customer Contact List.
  • Click on Customize Report and check off all the ship to fields (ship to 1, ship to 2, ship to 3, etc.) under the […]

Resolution for 'Customer Contact List issue: 'List for Customer with multiple Ship-To addresses' available: Yes.

The Customer Contact List 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 Customer Contact List issue yourself by looking for a resolution described in the article. If it is a complex Customer Contact List issue or you are unable to solve the issue, you may contact us by clicking here or by using other Customer Contact List support options.

For more information about resolving issues related to Customer Contact List in Quickbooks/QBO or to get support for the issue 'List for Customer with multiple Ship-To addresses', click the link below:

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Customer Contact List: I need to print my customers addresses, I send invoices from my home business. how is this dine

We can run and print the Customer’s Contact List report to show the customer’s addresses.

Here’s how to access the Customer’s Contact List report:

  1. Go to Reports on the left menu.
  2. Search Customer contact list.
  3. On the report itself, click on the Gear icon/Settings.
  4. Put a check mark in Billing Address and Shipping Address.
  5. Click on the Print icon to […]

Resolution for 'Customer Contact List issue: 'I need to print my customers addresses, I send invoices from my home business. how is this dine' available: Yes.

The Customer Contact List 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 Customer Contact List issue yourself by looking for a resolution described in the article. If it is a complex Customer Contact List issue or you are unable to solve the issue, you may contact us by clicking here or by using other Customer Contact List support options.

For more information about resolving issues related to Customer Contact List in Quickbooks/QBO or to get support for the issue 'I need to print my customers addresses, I send invoices from my home business. how is this dine', click the link below:

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Customer Contact List: Q books pro 2016 –print a list of all e mail addresses

You can print the Customer Contact List report and customize it.

Here’s how:

  1. Go to Reports on the top menu bar.
  2. Select Customers & Receivables.
  3. Click Customer Contact List.
  4. Click Customize Report.
  5. Under Display tab, put a checkmark on Main Email.
  6. You can uncheck the options you don’t need.
  7. Click OK.

Currently, […]

Resolution for 'Customer Contact List issue: 'Q books pro 2016 –print a list of all e mail addresses' available: Yes.

The Customer Contact List 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 Customer Contact List issue yourself by looking for a resolution described in the article. If it is a complex Customer Contact List issue or you are unable to solve the issue, you may contact us by clicking here or by using other Customer Contact List support options.

For more information about resolving issues related to Customer Contact List in Quickbooks/QBO or to get support for the issue 'Q books pro 2016 –print a list of all e mail addresses', click the link below:

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Customer Contact List: can i copy all sales and customer information to a disk?

You can generate a Customer Contact List and a Transaction List by Customer report and open it in excel. After that, you can save the excel files in your disk.

To generate a Customer Contact List:

  1. Click Reports.
  2. Select List.
  3. Choose Customer Contact List.
  4. Click Excel.
  5. Choose Create New Worksheet.
  6. Click […]

Resolution for 'Customer Contact List issue: 'can i copy all sales and customer information to a disk?' available: Yes.

The Customer Contact List 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 Customer Contact List issue yourself by looking for a resolution described in the article. If it is a complex Customer Contact List issue or you are unable to solve the issue, you may contact us by clicking here or by using other Customer Contact List support options.

For more information about resolving issues related to Customer Contact List in Quickbooks/QBO or to get support for the issue 'can i copy all sales and customer information to a disk?', click the link below:

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Customer Contact List: How do I enter the client’s Birthday?

You will have to put the BD in the notes section of the customer record

then run the customer contact list, customize and add the notes field to the column display

Resolution for 'Customer Contact List issue: 'How do I enter the client’s Birthday?' available: Yes.

The Customer Contact List 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 Customer Contact List issue yourself by looking for a resolution described in the article. If it is a complex Customer Contact List issue or you are unable to solve the issue, you may contact us by clicking here or by using other Customer Contact List support options.

For more information about resolving issues related to Customer Contact List in Quickbooks/QBO or to get support for the issue 'How do I enter the client’s Birthday?', click the link below:

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Customer Contact List: Is there a way to search and create a list of customers who have a credit card on file?

clicking here or by using other Customer Contact List support options.

For more information about resolving issues related to Customer Contact List in Quickbooks/QBO or to get support for the issue 'Is there a way to search and create a list of customers who have a credit card on file?', click the link below:

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