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shaun gonsalves
July 25, 2019
Question

Run a report of all customers based on last transacted date?

  • July 25, 2019
  • 1 reply
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Hello, I use the desktop enterprise version and am looking to run a report of all customers based on 'Last Transacted date'. The 'Transaction List by Customer' under the Reports section is not helping me out as it's populating all the transactions generated for a customer. Basically I'am trying to look at customers whom we are not dealing with for quite a long time, so that i can archive them in QuickBooks. Any help or suggestions would be helpful Kind Regards, Shaun Gonsalves

1 reply

Rustler
Rustler
July 25, 2019

Would be nice if that report was something included but it isn't.

 

About as close as you can get, as far as I know anyway, it to Run the Sales by Customer Summary report. Click customize on the report and then click the Advanced button and set the report to display all rows. Set the date range to 2018. Customers with zeros are the ones who had no sales in 2018.  Or use what year you want to look at

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