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April 3, 2024
Question

How do I create a report to see when the last time someone has purchased?

  • April 3, 2024
  • 1 reply
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I want to find "lost"customers

1 reply

April 3, 2024

Welcome to the Community, Kbnewell.

 

I'm here to provide various reports you can generate to find your lost customers and when they last purchased in your QuickBooks Online (QBO).

 

You have two options to get the information you need. Firstly, you can generate a Transaction List By Customer report that displays all the transactions made by your customers. Alternatively, you can pull up a Customer Contact List report that lists all your customers in one place with their respective information.

 

To create the Transaction List By Customer report, you can follow the steps below:

 

1. Go to Reports.

2. Enter the Transaction List By Customer report in the Find report by name tab.

3. You can click on the Report period to customize the dates.

 

To generate the Customer Contact List Report,  here's how:

 

1. Go to Reports.

2. Type in the Customer Contact List report in the Find report by name tab.

3. You can utilize the GroupFilter, and General options to personalize the reports.

 

Furthermore, you can utilize this article to learn more about running reports in QBO: Run reports in QuickBooks Online.

 

Additionally, to use your QBO reports to their fullest potential, you can personalize them depending on your business needs. You can read this article to know more about it: Customize reports in QuickBooks Online.

 

Let me know if you have more questions about creating a report in your QBO. I'll be here to answer them as soon as possible.