Get 50% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

Reply to message

View discussion in a popup

Replying to:
IntuitAmanda
Level 1

Reply to message

Hi Cchoffman811!

QB treats each job as a "subcustomer" of your customers. To get an accurate count of how many active customers you have, the excel file would have to be edited to remove the jobs/"subcustomers". Or you can run the Customer Contact list/Phone list report(s) and customize them to only display the customers and not the jobs. Either way would be a manual process, however you can memorize the report and use that to get an accruate count when needed. 

Hope this helps!

Amanda

Need to get in touch?

Contact us