“How
can I get a list of customers that I’ve added to my QuickBooks company file for
a specific time period?”
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.
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.
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.
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.
range of dates that you wish using the customized report button and the Filter
Tab.
The post QuickBooks: List of Customers based on add date appeared first on The Marks Group | Small Business Consulting | CRM Consultancy.