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Best answer November 19, 2023
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Hi Eddie,
Thank you for posting here in the Community space. I can help you generate the report you need to help determine customers with no transactions in a specific period.
You can go to the Reports section and use the Transaction List by Customer to show this data. The report lets you view all customers and the related transactions depending on the date you enter.
- On the left navigation bar, click Reports.
- Select Transaction List by Customer under Sales and customers.
- Set the custom date to two years.
- Review the filters to show all customers and transaction types.
- View the report.
Alternatively, click the Download icon under the All Sales section to get a copy of the transactions under the customers (see sample screenshot below).
Also, did you know memorizing a report allows you to save it with its current customization settings? I've attached an article you can visit to learn about the steps and how to export data to Excel: Memorise reports in QuickBooks Online.
Leave a comment below if you have other concerns about running sales reports. The Community and I will be around to lend a hand. Take care.
Hi Eddie,
Thank you for posting here in the Community space. I can help you generate the report you need to help determine customers with no transactions in a specific period.
You can go to the Reports section and use the Transaction List by Customer to show this data. The report lets you view all customers and the related transactions depending on the date you enter.
- On the left navigation bar, click Reports.
- Select Transaction List by Customer under Sales and customers.
- Set the custom date to two years.
- Review the filters to show all customers and transaction types.
- View the report.
Alternatively, click the Download icon under the All Sales section to get a copy of the transactions under the customers (see sample screenshot below).
Also, did you know memorizing a report allows you to save it with its current customization settings? I've attached an article you can visit to learn about the steps and how to export data to Excel: Memorise reports in QuickBooks Online.
Leave a comment below if you have other concerns about running sales reports. The Community and I will be around to lend a hand. Take care.
