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I can help you pull up a report that will give you the data of the customers who haven't made any purchases in the previous or current years, @cmjarrett.
You can pull up the Sales by Customer Summary and sort the Show Columns dropdown by Date, Week, Month, or Year. I'll show you how.
- Go to the Reports menu, click Sales, and choose Sales by Customer Summary.
- Set the dates in the Show Columns drop-down.
- If the column shows an amount, click it to see when it was created. If the column shows zero balance, it means there's no transaction created.
Furthermore, you can memorize the report to save its current customization settings and easily access it in the future.
Feel free to send a reply on the Community page if you have other questions about managing your reports or other QuickBooks-related concerns. The team will be here to help you in any way possible. Have a good one.
