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customer list: Invoices List – Add Company column

When you create the customer, it asks for the customer’s name and the company name – it then asks how you would like their name to display. Here you can select that you would like the company name to display rather than the customer name.

 

You will be able to edit […]

Resolution for 'customer list issue: 'Invoices List – Add Company column' available: Yes.

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

For more information about resolving issues related to customer list in Quickbooks/QBO or to get support for the issue 'Invoices List – Add Company column', click the link below:

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customer list: Setting up / Keeping track of Donors (donation revenue, etc.)

If you’re referring to QuickBooks Desktop Pro and QuickBooks Desktop Premier- Non-profit edition, I’ll share some insights about their differences.

 

Premier has tailor-made reports or forms for specific industries and allows up to 5 users while Pro allows 3. Also, Pro and Premier tracks up to 14,500 items. Check out our website […]

Resolution for 'customer list issue: 'Setting up / Keeping track of Donors (donation revenue, etc.)' available: Yes.

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

For more information about resolving issues related to customer list in Quickbooks/QBO or to get support for the issue 'Setting up / Keeping track of Donors (donation revenue, etc.)', click the link below:

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customer list: Can I save a clients info so I don’t have to re-enter every time I create an invoice?

No, not in QBSE, there is no customer list

QBSE does not allow for any new accounts (categories) to be created
QBSE does not keep a customer listing
QBSE does not have a balance sheet so you can not enter the cost or the depreciation for a car/equipment
QBSE does not do inventory or […]

Resolution for 'customer list issue: 'Can I save a clients info so I don’t have to re-enter every time I create an invoice?' available: Yes.

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

For more information about resolving issues related to customer list in Quickbooks/QBO or to get support for the issue 'Can I save a clients info so I don’t have to re-enter every time I create an invoice?', click the link below:

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customer list: Can I sort the customer list report by country?

Great day to you, dennisfarrout, Let me show you on how…

Great day to you, dennisfarrout,

Let me show you on how to sort Customer Contact List report by country. Here’s what you’ll need to do:

    […]

Resolution for 'customer list issue: 'Can I sort the customer list report by country?' available: Yes.

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

For more information about resolving issues related to customer list in Quickbooks/QBO or to get support for the issue 'Can I sort the customer list report by country?', click the link below:

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customer list: Transferring clients to new account

Currently, it isn’t possible to export your jobs (or projects) in QuickBooks. However, you have the option to export and import your client list.

 

To start, you’ll need to print out your Sales by Customer Summary report to have a list of customers you’ve transacted with last 2018.

 

Here’s how:

1. On the […]

Resolution for 'customer list issue: 'Transferring clients to new account' available: Yes.

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

For more information about resolving issues related to customer list in Quickbooks/QBO or to get support for the issue 'Transferring clients to new account', click the link below:

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customer list: Hows can I print a Customer List that just shows Customer Info. When I print, it also shows the Job Info and I just want a Customer List

I can see why you’d like to remove the job info from the Customer Contact List Report. Did you set up the customer job as sub-customers in QuickBooks? We can customize the report, so it would not show sub-customers. Please follow these steps:

  1. Open the Customer Contact List Report.
  2. Click […]

Resolution for 'customer list issue: 'Hows can I print a Customer List that just shows Customer Info. When I print, it also shows the Job Info and I just want a Customer List' available: Yes.

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

For more information about resolving issues related to customer list in Quickbooks/QBO or to get support for the issue 'Hows can I print a Customer List that just shows Customer Info. When I print, it also shows the Job Info and I just want a Customer List', click the link below:

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customer list: When run an customer statement, I am getting Unexpected Error, can’t generate an statement to any of my customers!!!

Thank you for bringing this to our attention. I’m here to help you back on track while trying to create a statement.

We have an ongoing issue of users receiving the message “Error Unexpected Problem” when creating a statement using the Action menu on the Customer list, which has been reported […]

Resolution for 'customer list issue: 'When run an customer statement, I am getting Unexpected Error, can’t generate an statement to any of my customers!!!' available: Yes.

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

For more information about resolving issues related to customer list in Quickbooks/QBO or to get support for the issue 'When run an customer statement, I am getting Unexpected Error, can’t generate an statement to any of my customers!!!', click the link below:

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customer list: When trying to create a customer statement, the page displays ERROR Unexpected Problem. How do I fix this?

I’m here to share information about some user getting an error when creating a Statement in QuickBooks Online.

Are you getting the error when trying to create a Statement using the Action menu on the Customer list? If so, this was reported an ongoing issue in QuickBooks Online and our engineers […]

Resolution for 'customer list issue: 'When trying to create a customer statement, the page displays ERROR Unexpected Problem. How do I fix this?' available: Yes.

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

For more information about resolving issues related to customer list in Quickbooks/QBO or to get support for the issue 'When trying to create a customer statement, the page displays ERROR Unexpected Problem. How do I fix this?', click the link below:

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customer list: Is there an address book in QBO?

No, but you can create a customer list with the addresses and export it to excel.

Resolution for 'customer list issue: 'Is there an address book in QBO?' available: Yes.

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

For more information about resolving issues related to customer list in Quickbooks/QBO or to get support for the issue 'Is there an address book in QBO?', click the link below:

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customer list: how to restore and inactive customer (just for final report)?I I do NOT have a gear icon on the top left of customer list…

It is not on the top left of the customer list.  It is to the right of it.  It is “grayed” out gear wheel, click it and click include inactive..  You will see a light gray printer there too.

https://www.artesanibookkeeping.com/various-hidden-features-quickbooks-online/

But I see that you are on QB […]

Resolution for 'customer list issue: 'how to restore and inactive customer (just for final report)?I I do NOT have a gear icon on the top left of customer list…' available: Yes.

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

For more information about resolving issues related to customer list in Quickbooks/QBO or to get support for the issue 'how to restore and inactive customer (just for final report)?I I do NOT have a gear icon on the top left of customer list…', click the link below:

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