Customer report - last invoice date

dave huckle · ‎September 07, 2022

Good Morning

I need to make old customers and suppliers inactive on Quickbooks online - I would like a report on whom we haven't charged and we haven't been charged by for the past 2 years, any ideas how I achieve this please?

dave huckle · ‎September 07, 2022

Thank you for your reply, but I would like to know who hasn't been invoiced since 2019.... so I can make those customers (and suppliers) inactive - is that possible?

View solution in original post

Angelyn_T · ‎September 07, 2022

I appreciate you for getting back, Dave. Let me share some additional information on how you can identify the customers and suppliers that don't have transactions since 2019.

Usually, you can use the reports provided by my colleague MadelynC to get the information you need. From the reports page, filter the dates from 2019 to the present date.

Those names that don't appear on the list are the customers or suppliers that don't have transactions during that period, and you can exclude or inactive them from your lists. I'm adding these links as your reference:

You can also check out the resources from these links for more hints while working with your reports: Setting up reports to customise, run, and share.

If you have any other questions about your lists, let me know by adding a comment below. I'm more than happy to help. Keep safe!

View solution in original post

MadelynC · ‎September 07, 2022

Good day, @dave huckle. I’m here to help access the reports you need.

In QuickBooks Online, you can run A/R Ageing Detail report or Transaction List by Customer report to see the name of the individual or business you've invoiced that hasn’t been charged yet.

Here are the steps to do it:

Go to your Reports menu.
Type in "Transaction" in the Search field, and select Transaction List by Customer once displayed.
Click Customize.
Filter the date (your past 2 years) and other needed info.
Select Run report after.
You can click the Small gear icon and select the Open balance option.

For the vendors that you still owe, you can generate A/P Ageing Detail or Transaction List by Supplier. Just go back to the Reports page, then locate them under the What you owe and Expenses and suppliers sections.

I’ve attached a reference in case you want to keep the same report settings for future use: Memorise reports in QuickBooks Online. It helps you access the information quickly to save time.

And if you need a guide to make your old customers and suppliers inactive on the program. Simply check out these resources below:

I’ll be here to help if you need further assistance with managing your reports and list. Just add them to your reply below. Keep safe always!

dave huckle · ‎September 07, 2022

Thank you for your reply, but I would like to know who hasn't been invoiced since 2019.... so I can make those customers (and suppliers) inactive - is that possible?

Angelyn_T · ‎September 07, 2022

I appreciate you for getting back, Dave. Let me share some additional information on how you can identify the customers and suppliers that don't have transactions since 2019.

Usually, you can use the reports provided by my colleague MadelynC to get the information you need. From the reports page, filter the dates from 2019 to the present date.

Those names that don't appear on the list are the customers or suppliers that don't have transactions during that period, and you can exclude or inactive them from your lists. I'm adding these links as your reference:

You can also check out the resources from these links for more hints while working with your reports: Setting up reports to customise, run, and share.

If you have any other questions about your lists, let me know by adding a comment below. I'm more than happy to help. Keep safe!

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Customer report - last invoice date