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September 12, 2024
Question

Is there a way to identify customers who's data is older than 7 years old on QBO and remove them from the system?

  • September 12, 2024
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1 reply

September 12, 2024

Hi laura-barrie, thanks for posting on the Community

 

There's no specific way to do this in QuickBooks, but you could use a report, such as the Customer Contact List, and then add columns for Created date and/or Last modified date. Clicking the heading of the column will then re-order from newest > oldest. 

 

As an alternative, use the Filter on the report to filter by Last modified date and choose Custom dates on the Options drop-down menu.

 

Thanks for reaching Intuit support. We'll be here if you have further questions or require additional assistance.