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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...
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:
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!
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.
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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