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Dates of changes to customer's account.

Is there a way to create a report showing the date that we increased a customer's rate?

Best answer 04-25-2019

Accepted Solutions
QuickBooks Team

Re: Dates of changes to customer's account.

Thanks for checking in with us, GLarson1.

I can help you create a report that shows the customer's rate increased via QuickBooks Desktop.

 

Right now, there isn't a way to create a report that will show the customer's rate increased by date in QuickBooks Desktop. However, you can run and customize the Sales by Customer Summary report by week or month.

 

Here's how:

 

  1. Click Reports at the top menu bar.
  2. On the drop-down list, click Sales and choose Sales by Customer Summary.
  3. In the report screen, click the Show Columns drop-down and choose Week.
  4. Filter the dates.
  5. You'll see the customer's rate by weeks in the report.

 

 

You may find this article helpful: Customize customer, job, and sales reports.

 

Feel free to get back to me if you need additional assistance with creating a report in QuickBooks Desktop. Have a nice day.

3 Comments
QuickBooks Team

Re: Dates of changes to customer's account.

Thanks for checking in with us, GLarson1.

I can help you create a report that shows the customer's rate increased via QuickBooks Desktop.

 

Right now, there isn't a way to create a report that will show the customer's rate increased by date in QuickBooks Desktop. However, you can run and customize the Sales by Customer Summary report by week or month.

 

Here's how:

 

  1. Click Reports at the top menu bar.
  2. On the drop-down list, click Sales and choose Sales by Customer Summary.
  3. In the report screen, click the Show Columns drop-down and choose Week.
  4. Filter the dates.
  5. You'll see the customer's rate by weeks in the report.

 

 

You may find this article helpful: Customize customer, job, and sales reports.

 

Feel free to get back to me if you need additional assistance with creating a report in QuickBooks Desktop. Have a nice day.

Established Member

Re: Dates of changes to customer's account.

Thank you so much!  I think this will work!

QuickBooks Team

Re: Dates of changes to customer's account.

I'm glad to hear this worked for you, GLarson1!

 

You know where to find me if you ever need assistance again in the future. Take care.