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January 21, 2022
Question

How can I create a report that has the contact information of only those customers who ordered in 2021?

  • January 21, 2022
  • 1 reply
  • 0 views
I want to create an email list

1 reply

January 22, 2022

Hello there,by4.

 

 

I've got a way you can accomplish this in QuickBooks Online.

 

You can pull up two different reports, customize them, and export them to Excel to get the information you need.

 

First, run the Sales by Product/Services Detail report and customize it. I'll show you how:

 

  1. Click Reports.
  2. On the search field, enter Sales by Product/Services Detail.
  3. Click the Gear icon on the upper-right side of the report.
  4. Click the Show more link.
  5. Put check marks on Product/ServiceCustomerDate, and Amount boxes.
  6. Click on your screen to refresh the report.

 

Next, run the Customer Contact List report to show the contact information. Here's how:

 

  1. Click Reports.
  2. On the search field, enter Customer Contact List.
  3. Click the Gear icon on the upper-right side of the report.
  4. Click the Show more link.
  5. Put check marks on the Full name and Billing Address boxes.
  6. Click on your screen to refresh the report.

 

Lastly, combine these reports via Excel to get the data in one report. 

 

You can learn more information about customizing reports in this article: Customize reports in QuickBooks Online.

 

I'll be right here to keep helping if you need anything else running reports in QBO.