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Cath_R
January 25, 2023
Question

Year End Review Report for Customers

  • January 25, 2023
  • 6 replies
  • 47 views

Hello all,

 

Can someone please help me, I need to generate a year end review report for all of my customers?

 

TIA,

Cath

    6 replies

    JamesAndrewMModerator
    Moderator
    January 25, 2023

    Hello there, @Cath_R.

     

    I'm here to make sure you get your task done in QuickBooks Desktop.

     

    You can pull up the Customer Contact List report to bring about a year-end review report for all of your customers. I'll show you how:

     

    1. Go to Reports and select Customer Receivables.
    2. Click Customer Contact List.
    3. Filter the report in the Customer section to All or according to the data that you needed. You can also filter it to include active and inactive customers.

     

    For detailed information, you can utilize this article: Customize reports in QuickBooks Desktop.

     

    You can also visit this article to know how to import or export info with QBDT: Import and export data in QuickBooks Desktop.

     

    If you have any further concerns about your reports, don't hesitate to post them here. Have a great day!

    Cath_RAuthor
    January 30, 2023

    Hello,. 

     

    This is not quite what I am looking for. 

     

    I'll be a little more clear. I need a separate report to send to each of my customers. On the report I need the top to have the customers address. Then I need headers/columns to say project, date , number of the invoice, description and then the amount of the invoice?

      Cath_RAuthor
      January 30, 2023

      I forgot to add that I need the report to say "year end review"

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