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I have thousands of customers in my QBs and many of them are inactive or just dummy customers. I want to email my catalog to all my new customers from a defined date.
is there a way to generate a customer list or report to show customers with the creation date?
(preferably the report should have the customers emails - but if there is no way to do it in QB I can run a VLOOKUP in excel.)
Thanks a lot.
Hello, @Jack4.
Currently, the ability to download a Customer Contact list that includes a creation date is not available. However, you can download it and yes, you can run a VLOOKUP. Let me guide you in downloading the report.
First, let's filter the list to show only the Customer that has an Active Status. Here's how:
Now, you can export it.
You can now make the necessary modifications you need. For more detailed instructions, you can read through this article: Export reports as Excel workbooks in QuickBooks Desktop.
Always feel free to leave a comment below if you have other questions about managing your customer's information. I'm always here to help.
I just want to make sure everything is sorted out, @Jack4.
Were you able to export and create a customized customer contact list using the steps I've shared?
Always feel free to leave your comments below if you have other questions, feedback, and suggestions. The Community and I are always here to assist you.
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