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April 12, 2019
Question

I would like to have a list of all 'new customers' this quarter. How?

  • April 12, 2019
  • 1 reply
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1 reply

April 12, 2019

Hello Angie,

It's a great idea to keep an eye on your customers and your business growth. With QuickBooks Online, you can easily generate a report showing a list of your customers that were created within a specific date range. To do so, follow these steps:

  1. Select Reports
  2. Scroll down to the Sales and customers section
  3. Select Customer Contact List
  4. Select the little gear icon in the middle of the page
  5. Check the box next to Create Date
  6. Select Customize
  7. Select Filter
  8. Select the drop down menu for Created Date, then pick Custom
  9. Pick the date range you want
  10. Select Run report

To know more about report customization, check this community article: https://quickbooks.intuit.com/community/Reports-and-Accounting/How-to-customize-reports/td-p/262486.

 

Let me know if you have any other questions.