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Replying to:
MarkAngeloG
QuickBooks Team

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Hi there, @meegs504.

 

Let me assist you with your concern about filtering a report in QuickBooks Desktop. Although this option to filter the customer contact list by product/service isn't currently available, I can guide you to a workaround to achieve this goal.

 

First, you can run a Customer Contact List report and export it as Excel or PDF. Then, run a Sales by Item Detail report and customize it, adding the Name as the filter and using All customers/jobs as the filter type. Export it again as Excel or PDF. Then, you can manually combine them outside QuickBooks Desktop.

 

Furthermore, you can also learn how to memorize reports in QuickBooks Desktop so you can access them easily in the future.

 

You can always leave a reply below if you have further questions or concerns about running a customer report in QuickBooks Desktop. I'm always available to assist you.

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