QuickBooks is great for organizing your businesses contacts and makes it easy to print a full list of these contacts. QuickBooks also enables you to print contacts from one specific customer type without printing your entire contact list. The customer type can be found on the additional information tab when editing a customer. To get a list of just these customers, run your customer contact report. Next, select Modify followed by the Filter tab. Choose Customer type on the left and select the customer type you want to appear on your report from the middle. QuickBooks will then generate a printable contact report customized according to the customer type you selected.
About The Author
Our head QuickBooks trainer and guru, Marjorie Adams, is Founder and CEO of Fourlane, Inc., an award-winning consulting firm and Intuit’s #1 QuickBooks Reseller Partner. Fourlane’s team of experts offers several QuickBooks oriented services including consulting, training, programming, integration, and more. Over the years, Fourlane has helped over 10,000 customers across many different industries with their QuickBooks accounting software. Marjorie Adams is considered one of the top QuickBooks trainers in the country. She was listed on CPA Practice Advisor’s 40 Under 40 in 2014 & 2015, and has been recognized as Intuitive Accountant’s 2015 QuickBooks Desktop ProAdvisor of the Year. Marjorie sits on Intuit’s VIP Program, is a frequent contributor to Inuit Accountants News Central, and has developed Intuit’s QuickBooks Enterprise Certification training. She has also been published in The Wall Street Journal, Forbes, BusinessWeek, American Express Open, the Huffington Post, and Inc. Magazine.