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K
kreynolds
October 30, 2019
Question

Customer Contact List - Last Transaction

  • October 30, 2019
  • 1 reply
  • 0 views

Using Quickbooks Online, I'd like to pull a customer contact list that includes a column saying when their last transaction was.  I can customize the current report to show terms, created date (like when the customer was created), last modified date (if we changed the customer info like address or business name).  

 

I'd like to create a mailing list with customer business name, contact name, mailing address and only select the customers who have purchased in the last two years.  We are hosting a customer appreciation dinner and don't want to invite folks from 5-10 years ago who only used our services once or twice.  I don't want to pull up two reports and have to go through two reports where there could be a column displaying the last transaction date that I can use to sort the report.

 

Thanks!

 

 

1 reply

J
JamesM
October 30, 2019

Hi there,

 

It's good to hear from you again. I'll be happy to answer your question and steer you in the right direction. 

 

At this time, there isn't a customization which allows you to see a column showing the most recent transaction. I know how useful this would be for you especially with the Appreciation Dinner coming up and I encourage you to send feedback about this to our engineers. You can do this by clicking the Gear icon and looking for Feedback. New product ideas and improvements are based on the feedback we get from users like you.

 

Let me know if you have other questions. I'm here to assist. 

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