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C
careya2
November 27, 2023
Question

Is there a new customer report that I can run in QB desktop?

  • November 27, 2023
  • 1 reply
  • 0 views

Is there a new customer report that I can run in QB Desktop/Enterprise?

1 reply

S
SheandL
November 27, 2023

Hello there. Allow me to address your concern about the new customer reports in QuickBooks Desktop, @careya2.

 

Currently, there are no newly released customer reports in QBDT Enterprise. You can check out this list below for the reports available under Customer and Receivables.

 

  • A/R Aging Summary
  • A/R Aging Detail 
  • Customer Balance Summary 
  • Customer Balance Detail 
  • Open Invoices 
  • Collections Report 
  • Average Days to Pay Summary 
  • Average Days to Pay 
  • Accounts Receivable Graph 
  • Unbilled Costs by Job 
  • Transaction List by Customer
  • Customer Phone List 
  • Customer Contact List 
  • Item Price List 

 

To assist you better, I would like to know more about what specific customer reports you're looking to generate. This will help me understand your concern and provide you with relevant and accurate assistance. 

 

I'm dropping this article for you to check if you want to customize your reports in QBDT: Customize reports in QuickBooks Desktop.

 

You can always get back to the Community space if you have further questions regarding reports in QBDT. We'll be glad to help you.

C
careya2Author
November 27, 2023

Apologies, I wasn't very clear - I'm looking for a report that shows the New Customers (added/set up) for a time period. 

S
ShyMae
November 27, 2023

Thank you for returning here and providing more details of your concern, @careya2.

 

Currently, we don't have a report in QuickBooks Desktop that shows all list of new customers, including a specific period.

In the meantime, I'll provide a workaround to help you identify your new customers, including the date and time of creation.

 

  1. Open your file, then press Ctrl+1 to open the Product Information window.
  2. Press Ctrl+2 to open the Tech Help window, then select the Open File tab.
  3. Click QBWin.log, then choose Open File.

     
  4. Press Ctrl+F, then type in New Customer from the Find what: search bar. 

 

 

It's now possible for you to access the date and time when a customer account was created.


If you want to run a report that includes all your customers, you can generate the Customer Contact List.

Additionally, you can customize your reports to view specific data. You can also memorize them to save time, as you won't go through the process again. 


You can reach out to me again if you need further assistance or clarification regarding reports in QuickBooks Desktop. Please let me know by adding a comment below. I'll always have your back. 

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