Skip to main content
July 7, 2024
Question

How do I get a list of customers who have been active in the last 2 years?

  • July 7, 2024
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

Clark_B
July 7, 2024

Welcome to the Community, @annglandscape.

 

Let me provide information about getting the active customer list of who has been active in the last 2 years in QuickBooks Online (QBO).

 

Currently, the option to see a list of active customers for the last 2 years or by period is unavailable. As a workaround, you can generate and customize a report of transactions for the active customers in the last 2 years.

 

Here's how:

 

  1. Go to the Reports menu and type Sales by Customer Summary in the Find report by name. Then, select it.
  2. Select the Customize option and filter the Report period to the last 2 years.
  3. Click the Filter option and select the Customer drop-down. Then, choose Select All.
  4. You can also filter the other options of your choice if you want them to show in the report.
  5. Once done, select Run Report.

 

Feel free to check out this article for more information: Customize reports.

 

You'll also want to memorize your reports to save their current customization settings for easy access. 

 

If you have any concerns about the list of active customers, please tag me in the comment section, @annglandscape. I'll assist you in any way possible.