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Baker287
November 29, 2021
Question

Customer list by date of last invoice - Quickbooks Desktop

  • November 29, 2021
  • 2 replies
  • 0 views

Possible to get a list of customers filtered by the last invoice date?

 

I'd like to find all of my customers who have (or have not) made a purchase within a given time frame -- e.g., find all customers whose last invoice date is before 2019.

 

Every solution I've seen described is for QuickBooks Online -- is there any way to do this in Desktop?  (I'm using QB Desktop Pro 2020)

2 replies

Angelyn_T
Angelyn_T
November 29, 2021

Hi there, @Baker287.

 

Yes, you can get a list of your customer lists showing the last invoice date by pulling up the Transaction List by Customer report. I'll guide you on how.

 

  1. Open your QuickBooks Desktop (QBDT) file.
  2. Go to the Reports tab, then select Customers & Receivables.
  3. Tap on Transaction List by Customer.
  4. Customize your report to display the Transaction Type to Invoices.

 

From there, you can filter the date and sort the information by date. This way, you can see the creation date of the transactions.

 

For more tips about running your QBDT reports, you can open this article: Understand reports.

 

On the other hand, here's how you can keep track of your invoices and other customer transactions in the future: Get started with customer transaction workflows in QuickBooks Desktop.

 

Let me know if you have any other follow-up questions while getting a list of your customers' invoices. I'll be right here to help. Keep safe!

B
Baker287Author
November 29, 2021

Thanks -- that's a start.  But the sort/filter by invoice date won't get me quite where I need to be.

This report will give me all invoices sorted or filtered by the date of the invoice.

I need a list of customers who have no invoices after a certain date -- example: a list of all customers whose last invoice is dated before January 1, 2019 (i.e., who have had no transactions since then).

Filtering this transaction report by date of invoice will show all invoices dated on or before a certain date -- but it won't tell me whether the customer has had any transactions since then.

Any way to get that information?

 

RenjolynC
RenjolynC
November 29, 2021

Thanks for getting back here, Baker287.

 

Let me share a report to help with your situation.

 

You can run the Sales by Customer Summary and sort the Show Columns by Date, Week, Month, or Year.

 

Here's how:

 

  1. Go to Reports > Sales > Sales by Customer Summary. 
  2. Set the Dates and from the Show Columns drop-down, choose if you want to view the report by Day, Week, Two Week, Four Week, Half Month, Month, Quarter, or Year.
  3. Click Refresh.
  4. Double-click the amount to see the transactions created for that period. 

To learn more about customizing the report, please check out this article: Customize reports in QuickBooks Desktop.

 

If you have more questions or need help with other concerns, you can get back to us here. We're always around to help you out. Have a good day ahead.

E
esarbee
December 1, 2023

Just chiming in with the same question - how can I get a simple report that lists the customer and their most recent invoice date? I've got the list of invoices per customer sorted from most recent to oldest for a certain period, but I want to filter it for the just the most recent invoice date, regardless of what date it is. Can't seem to figure out how to do that. 

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Mark_AG
December 1, 2023

Hi there, @esarbee. Let me guide you through the steps to create a simple report of your customers' invoices to their most recent date in QuickBooks Desktop. We'll have to make a Custom Transaction Detail Report.

 

Here's how:

 

  1. Go to the Reports top menu.
  2. Select Custom Reports, then choose Transaction Detail.
  3. While the Modify Report window appears, go to the Filters tab.
  4. Search for the Transaction Type filter, then select Invoice from the drop-down.
  5. Search for the Name filter, then select All customers/jobs if you want the report to show all the customers with all invoices. Select Multiple Names if you want to select only specific customers.
  6. Choose Date from the Sort By drop-down. You can also click the button beside it to sort in ascending or descending order.
  7. You can also choose the period on the Dates drop-down below the top menu.

 

After creating the report, you can also memorize the custom report to save it and access it easily in the future.

 

The Community is always here to provide you with the best solutions. Feel free to comment below with further questions about simple invoice reports.

E
esarbee
December 2, 2023

Thank you, I have this report, I'm looking for a clean way to look up just the customer name and their most recent invoice date, not the entire list of their invoices for the period. Is there any way to boil it down that way? Thanks 

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