Customer Since field

ChrisCJY · ‎August 02, 2021

Hi

I'm trying to create a report that contains, amongst other things, the date that our client opened their account with us.

Within "Customer Snapshot" it gives me the number of years as a customer, however what I really need is the date the account was opened or the date of the first invoice raised.

Please could somebody advise?

Thanks!

Chris

AileneA · ‎August 02, 2021

Ensure your version of QuickBooks is up to date, ChrisCJY.

Let's update the maintenance release to keep your software up-to-date and to have the latest features and fixes common issues in QuickBooks data.

Open QuickBooks Desktop.
Go to the Help menu and select Update QuickBooks Desktop.
Click Update Now tab.
Select Get Updates to start the download.
When the download finishes, restart QuickBooks.
When prompted, accept the option to install the new release.

Once done, we can run the Customer contact list report to check if your issue is fixed by updating the software.

You can also run the verify rebuild data to identifies the most common data issues within a company file. Refer to this link for the detailed steps: Verify and Rebuild Data in QuickBooks Desktop.

If you have other questions for us, please click the Reply button and leave a comment below. I'll be right here to provide additional assistance whenever you need it. Keep safe!

View solution in original post

AileneA · ‎August 02, 2021

Hello, ChrisCJY.

Thank you for reaching out to the Community. We can run a Customer contact list report. This report shows the start date of their company. We'll need to customize it to show the date.

Here's how:

Click Reports and select Customer & Receivables.
Choose Customer contact list.
Tap the Customize Report.
Under Display, and in columns search for start date. You can add up other info you'd like to show in the report.
Press OK once finished.

You can memorize the report so you won't go over to the same customization process again. Then, you can find the saved report under Memorize.

You can always find me here if you have any other concerns or follow-up questions. Have a great rest of the day and stay safe!

ChrisCJY · ‎August 02, 2021

Hi. Thank you very much for your reply.

I had found this as an option, however, when I run the report, the start date field doesn't populate at all.

This could possibly be because I have been using QuickBooks Desktop for years, and have had to do several upgrades.

Is there any other way that I could access this data? I think it must be there in some format, as the company snapshot tells me the number of years and months as a customer.

Thanks!

Chris

AileneA · ‎August 02, 2021

Ensure your version of QuickBooks is up to date, ChrisCJY.

Let's update the maintenance release to keep your software up-to-date and to have the latest features and fixes common issues in QuickBooks data.

Open QuickBooks Desktop.
Go to the Help menu and select Update QuickBooks Desktop.
Click Update Now tab.
Select Get Updates to start the download.
When the download finishes, restart QuickBooks.
When prompted, accept the option to install the new release.

Once done, we can run the Customer contact list report to check if your issue is fixed by updating the software.

You can also run the verify rebuild data to identifies the most common data issues within a company file. Refer to this link for the detailed steps: Verify and Rebuild Data in QuickBooks Desktop.

If you have other questions for us, please click the Reply button and leave a comment below. I'll be right here to provide additional assistance whenever you need it. Keep safe!

Topics

Training

Community

Resources

Customer Since field