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W66
September 4, 2024
Question

Report that shows all Customers and the Date of their last Sale

  • September 4, 2024
  • 1 reply
  • 0 views

I am trying to print a report that will list all active customers, and the date of their last Sale.  I would like customers that had no sale activity to also show up on the report.  That way, I can reach out to the customers with no sales, or old sale dates.  I switched to Quickbooks in 2021, transferring all of my customer list, but there are several with no activity.

1 reply

Candice C
Candice C
September 4, 2024

Hey there, @W66. 

 

I appreciate you coming here with your question about reports in your QuickBooks Desktop account. 

 

Based on the details you gave, I recommend running the Transaction List by Customer. Here's how: 

 

  1. Go to the Reports menu. 
  2. Hover over Customers & Receivables. 
  3. Click Transaction List by Customer report. 

 

Afterwards, you can set for all dates, then sort by date. 

 

Feel free to reach back out if you have any other questions. Take care! 

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