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asmock
Level 1

Is there a new customer report that I can run in QB Online?

We want to be able to track how many new  customers we have each week/month.  What report can provide that information?
4 Comments 4
Shafiqch
Level 3

Is there a new customer report that I can run in QB Online?

Reports>find "Customer Contact List Report"> open the report and click on gear icon..select check box create date or last modified date. In this way you can see newly added customers during the week...

FateCandylaneT
QuickBooks Team

Is there a new customer report that I can run in QB Online?

It's great having you here, asmock.

 

I'd be delighted to share with you the report you need to track new customers you have each week or month.

 

In QuickBooks Online (QBO), you can run the Customer Contact List report to show the lists of customers with their personal details, information, and when they are created. To guide you through the process, you can follow the steps below.

 

Here's how:

  1. Go to Reports from the left menu bar, and enter Customer Contact List.
  2. Click on the Customize button.
  3. Under the Rows/Columns dropdown, click Change columns.
  4. Find and tick the Create Date checkbox.
  5. Once done, click Run report.

 

Moreover, you can check out this article to help you add specific customizations to your reports: Customize reports in QuickBooks Online.

 

We'd gladly assist you further if you have additional questions when doing other QuickBooks tasks. You can always reply in the comments below. Have a good one!

asmock
Level 1

Is there a new customer report that I can run in QB Online?

I have done that before, but there are other fields that we would like added that I don't see in that report customization feature.  For example, we would like to show the Division and the Amount of the new order that was placed as a new customer.  Is there a way to add one or both of those?  We'd like to be able to track the sales of the new customers over the course of the month.

JamieCJ
Level 1

Is there a new customer report that I can run in QB Online?

Agree! I would like to see this same thing. I've contacted QBO and they said this is not something that is currently available. I am not sure why....It is important to be able to see financial information, along with customer information. Unfortunately, there is nothing that allows for that in QBO right now. The only solution they had was to export two different reports and manually merge the information... Not a very good solution in my book!

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