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Everything you need to know about connecting your bank and credit cards in QuickBooks Online

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Replying to:
Angelyn_T
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Hi there, @communityoil.

 

You can use your QuickBooks Online (QBO) report to get the information you need. I'll guide you on how.

 

  1. Sign in to your QBO account.
  2. Click Reports at the left pane, then open the Customer Contact List report.
  3. Select the Settings icon beside Export to add or remove columns.
  4. You can also tap on the Customise tab to customise your report.
  5. Hit Run report to refresh the page.

 

To export the report, select the Export's icon drop-down arrow between Print and Settings. Then, choose either Export to Excel or Export to PDF.

 

For more tips while running basic reports in QBO, you can open this article: Run reports in QuickBooks Online. The same resources give you details on how to memorize, print, and email reports.

 

 I'm looking forward to hearing from you again. If you have any other questions while getting your customers' contact list, feel free to add a comment below. Keep safe!

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