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BS8
April 25, 2025
Question

Identifying (by creation date) new customer accounts

  • April 25, 2025
  • 1 reply
  • 0 views

Wondering if it possible to create a report that will tell me when a customer account was added to the customer/job list.

1 reply

D
Dandie_A
April 25, 2025

In QuickBooks Desktop, there isn't a direct default report that displays the exact creation date of a customer account, BS8. The date applied from the filter is based on the Start and End date from the customer's Job Info. These dates need to be entered manually for each customer in order for the filter to work properly. Here's how to do it:

 

  1. Go to the Reports menu and select Customers & Receivables.
  2. Select Customer Contact List.
  3. To filter the information, select Customize Report and click the Filter tab.
  4. From the Filter option, look for Start Date. We can also simply search for it in the Choose Filter search box.
  5. In the dropdown button, you can choose dates. We also have the option to enter a custom range in the From and To fields.
  6. Click OK.

 

If you want to save your current customization settings, you can memorize reports in QuickBooks Desktop (QBDT). This way, you won't have to repeat the filtering process each time.

 

Moreover, you can also automatically send reports at a regular and recurring scheduled time. This is useful if you’ve been sending the same reports on a daily, weekly, monthly, or quarterly basis. You can even send out multiple reports in a single schedule.

 

Feel free to drop by the Community if you have additional questions regarding creating reports in QuickBooks Desktop.

B
BS8Author
April 25, 2025

The reason I was asking for this feature was to help update an external e-mailing list.  Perhaps QB will add the feature some day.

Thank you for your reply.

JoesemM
JoesemM
April 25, 2025

Thank you for your quick response, BS8. To effectively manage your customer accounts in QuickBooks, I recommend sending a feedback request regarding the email list feature you require. This will ensure that you can maintain accurate customer records and streamline your communication efforts.

 

We greatly value and appreciate all feedback and suggestions concerning our products. Therefore, I encourage you to reach out directly to our product engineering team. They are well-equipped to consider your suggestions and will strive to address your specific business needs.

 

Here's how:

 

  1. Click the Help menu located at the top.
  2. Choose the Send Feedback Online then click Product Suggestion.
  3. Type in your feedback or feature request.
  4. Click the Send Feedback button.

 

Additionally, I'm sharing some valuable resources that will assist you in managing customer payments and reconciling your accounts to ensure they align with your bank and credit card statements in QuickBooks Desktop:

 

 

Should you have any further features you wish to suggest or if you need additional assistance, please don’t hesitate to reach out. I'm just a message away for any follow-up questions you may have. Stay safe and take care!

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