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Level 1

Historical data about customers

Hi all,


Does anybody know how to look on QBO to find out the following scenario:  February is coming up.  How do I look to see what customers ordered from me say, in the past 5 years in the month of February?  This way I can call my customer a few weeks ahead of time to remind them to re-order??



This would be a gigantic help...

1 Comment 1
Community Champion

Historical data about customers

Hello @Hojo3434:


That is a tough one.  Here is what I would do.  I would create a report from sales by customer.  Filter it by Feb 2017.  Export to excel. Filter it by 2016, export to that same excel sheet and so on .



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