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DanBu
December 4, 2022
Question

Creating a customer list based on the creation date

  • December 4, 2022
  • 1 reply
  • 0 views

Is it possible to create a report of customers (and their contact info) and limit it to customers that were created after a specific date, or between a specific date range?

1 reply

JaeAnnC
JaeAnnC
December 4, 2022

You've come to the right place to ask that question, @DanBu.

 

Yes, it's possible to run a report in QuickBooks Desktop (QBDT) showing the customers' contact information and limiting them to a specified date. No worries, I'm here to show you how.

 

We can do that by running the Customer Contact List report and customizing it so only specific customers will show. 

 

To do that:

 

  1. Go to the Reports menu and select Customers & Receivables.
  2. Select Customer Contact List.
  3. To filter the information, select Customize Report and click the Filter tab.
  4. From the Filter option, look for Start Date. We can also simply search for it in the Choose Filter search box.
  5. In the dropdown button, you can choose dates. We also have the option to enter a custom range in the From and To fields.
  6. Click OK.

 

If you want to save the current customization settings, you can memorize reports in QBDT. This way, you won't have to go through the same process of filtering the information again. 

 

Moreover, we may also automatically send reports at a regular and recurring scheduled time. It's helpful if you've been sending the same reports on a daily, weekly, monthly, or quarterly basis. You can even send out multiple reports in a single schedule.

 

Feel free to drop by the Community if you have additional questions about running reports in QBDT. We're always available to answer every one of them. Have a great day ahead!

D
DanBuAuthor
December 5, 2022

Thank you very much - I tried this approach and when I limited the date range (that includes the past several months with many known new customer entries), the report becomes empty (i.e. no customers listed). I tried a start date of when I began using QB and still no entries populate in the report. I wonder if the customer entries are not start-dated? I wonder if there is a selection to toggle-on to date-stamp new customer entries? I appreciate any further input!

    C
    Carneil_C
    December 5, 2022

    Hello there, @DanBu.

     

    I appreciate you for getting back on this thread and providing an update. I'm here to chime in and give additional insights so you'll be able to see the data you need when running a report.

     

    First, we can try adding filters like Name and Account number to show those customer entries. Otherwise, please ensure that the date applied from the filter is based on the Start and End date from the customer's Job Info. I'll show you how to get that information:

     

    1. From the menu, go to Customer Center.
    2. Find the customers.
    3. Gather information needed, like the Name, Account number, and Job info.

       

    From there, gather the data and then apply it to your report. Please refer to the screenshot below for reference: 

     

    If you're still unable to pull up those data from the report, I suggest reaching out to our QuickBooks Desktop Support Team. They have equipped tools to look further into your account in a safe environment and help you with this query. Here's how:

     

    1. Go to the Help menu, then select QuickBooks Desktop Help.
    2. Select Contact Us.
    3. Please give a brief description of your issue, then select Let's talk, and then choose a way to connect.

     

    You can check our available hours when contacting support to ensure we address your concern promptly.

     

    Feel free to tag me in your reply to keep me posted on your progress. I'm determined to help you succeed. Keep safe always!

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