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Level 2

I need to generate a report of only the LAST transaction of all my customers

I am trying to determine which customers are current and which customers we may have lost so I can reach out to them. I'd like to see which customers have used us in the past 12 months and which have been more than 12 months. The "Transaction List by Customer" doesn't work well to easily sort through data but I can't find a better option.
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QuickBooks Team

I need to generate a report of only the LAST transaction of all my customers

Hello there, androo.

 

You can use the Sales by Customer Detail Report and set all the possible variables to track those customers who owe you. Let me show you the steps on how to customize your report.

 

  1. In your QuickBooks company, go to the Hamburger icon and select the Reports menu.
  2. Enter in the search box, Sales by Customer Detail Report.
  3. Click the Customize button.
  4. For the Report period, select Custom and enter the dates you wish to see.
  5. For the Accounting method, choose Accrual.
  6. Select the drop-down Filter and tick the box for the variable you need to add.
  7. Verify the details then hit Run report.

 

For more details about customizing your report, check out this article: Customize reports in QuickBooks Online.

 

Keep me posted if you have any questions. Wishing you continued success.

Highlighted
Level 2

I need to generate a report of only the LAST transaction of all my customers

Hi, thank you, but that didn't answer my question. I want to see ONLY the LAST TRANSACTION, for each customer and/or the date which that transaction occurred. 

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Moderator

I need to generate a report of only the LAST transaction of all my customers

Thanks for updating us, @androo.

 

At the moment, there isn't a way to customize a report to show only the last transaction per customer within a given period. For now, you'll need to utilize the Transaction List by Customer Report to view customer transactions within a specified period. I can see how this type of report would be useful to you and your business, so I'll submit your idea to our Product Development Team for further review.

 

In the meantime, I recommend checking out our blog to stay up-to-date on all things QuickBooks.

 

Let me know if you have any other questions. I'm here to help. Have a wonderful evening.

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