Wednesday, January 23, 2013

QuickBooks: List of Customers based on add date



“How can I get a list of customers that I’ve added to my QuickBooks company file for a specific time period?”

When you add a new customer to your QuickBooks company file, QuickBooks stores a time created field to the record. That’s great! However, as far as I can tell, there is no QuickBooks report that lets you include this information.

Here is a GREAT solution:  enter a start date in the Job Info tab in the customer record
  • ·         Customer List
  • ·         Edit Customer
  • ·         Job Info Tab
  • ·         Job Status – Start Date
 You can then create a Customer Contact List report, adding the job start date.
  • ·         Reports – List – Customer contact list
  • ·         Customize report button
  • ·         Display tab – select the start date in the column option
  • ·         Sort by date (ascending or descending – your choice)
  • ·         Select OK
You can then filter for any range of dates that you wish using the customized report button and the Filter Tab.

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