Hello! Does anyone know, is it possible to generate a report that lists your customers that have NOT ordered in last 12 months?

We appreciate your dedication to improving customer management, Fun3. I'll guide you through some options to generate a report that lists customers who haven't ordered in the last 12 months, helping to streamline your workflow.

While a direct report to list customers who haven’t ordered in the last 12 months in QuickBooks Online (QBO) is unsupported, we can identify these customers by reviewing their transaction history in the Transaction List tab under the Customers section. I’ve attached a screenshot with step-by-step instructions to guide you through this process:

Additionally, combining insights from various reports and exporting the data to Excel allows further customization to suit your specific requirements. For example, the Transaction List by Customer report provides a comprehensive overview of customer activity, including invoices, sales receipts, and other transactions. This report helps you pinpoint the last time a customer placed an order or interacted with your business.

Here's how to access it:

1. Log in to your QBO account.
2. From the left navigation menu, click on Reports.
3. In the search bar at the top of the Reports page, type Transaction List by Customer and select it from the dropdown results.

Afterward, export your Customer Contact List report to Excel and modify it by comparing it with the Transaction List by Customer report for the past 12 months. This will allow you to identify and isolate customers who do not appear in the transaction report, enabling you to create a comprehensive list of customers who have not placed any orders during that period.

For a more direct and streamlined way to generate this type of report, consider exploring third-party applications integrated with QuickBooks Online. Visit the QuickBooks App Store and browse the Categories section to find apps that offer greater flexibility, such as running reports that list customers who haven’t placed orders within a specified timeframe.

To further optimize your financial management and customer communication, I'll share these valuable resources on personalizing your invoices and sending customer statements. These tools will help you create tailored invoices that reflect your brand's identity and ensure timely communication with your clients:

• Customize invoices, estimates, and sales receipts
• Create and send customer statements

You can always revisit our Community channel, Fun3. Reply below or start a new thread in this forum for additional questions or concerns about reports or other QuickBooks tasks. We're dedicated to providing prompt support, ensuring every post receives a swift and helpful response.