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.
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.