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catknightfin
March 3, 2021
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How to show active customer only?

  • March 3, 2021
  • 1 reply
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How can I filter my cutomers list to show active only?
Best answer by MonicaM3

Hey there @catknightfin,

 

I’m glad you found us here in the Community. We’re always ready to answer questions and get you back to business.

 

To filter your Customer list, follow these simple steps:

  • From the Sales menu, select Customers.
  • Click on the Gear icon above Action.
  • Uncheck Include inactive in the Other section.

 

All set! Let me know if I can answer any additional questions or help in any way. I’m just a reply away.

1 reply

MonicaM3
MonicaM3Answer
March 3, 2021

Hey there @catknightfin,

 

I’m glad you found us here in the Community. We’re always ready to answer questions and get you back to business.

 

To filter your Customer list, follow these simple steps:

  • From the Sales menu, select Customers.
  • Click on the Gear icon above Action.
  • Uncheck Include inactive in the Other section.

 

All set! Let me know if I can answer any additional questions or help in any way. I’m just a reply away.

    C
    chester100
    September 28, 2022

    Hi I am trying to run a report in Quickbooks that shows all the customers we did work for in the last year. All I need on the report is the customer's name and email address and Other 1 field that we set up. I don;t need any of the jobs that we did for them. Only the active customers in a date range. can't figure it out. Can you help?

    MaryLandT
    MaryLandT
    September 28, 2022

    Thanks for joining this thread, chester100.

     

    I can help you run a report to see customers you work with last year. You need two reports to get the data that you need.

     

    You can start by running the Customer Contact List report to pull up the customer's name, email address, and other fields. Here's how:

     

    1. Go to the Reports tab.
    2. In the Find report by name field, enter the Customer Contact List.
    3. Click the Gear icon near the Export icon.
    4. Put a checkmark beside the Address, Email, and other fields.
    5. Click the Run Report button to refresh the page.

     

    The other report to run is the Sales by Customer Detail. Simply change the reporting period to last year and customize other fields. Then, export both reports to Excel and combine the data that you need from there.

     

    I'm adding these articles to help you check which report to run and how to manage your customers.

     

     

    Get back to me if you have additional questions. Just click the Reply button below and I'll be right here to help you.

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