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PozoRick
November 7, 2018
Question

Contact list range by created or receipt date

  • November 7, 2018
  • 2 replies
  • 36 views

Quickbooks Online 2018.

I have over 2500 customers in my QBs and want to do a mailing to only contacts that are active in the last year or a range, this amount might only be 500 and at $1 each this would be a big savings. When I send out cards people hang on to them, email just get deleted or lost. I do not want to email.

 

I can sign up for a 3rd party program to see this data but I should be able to do it in Quickbooks since it is there.

 

Is there a way to customize a report to show customers in a range of activity?

2 replies

HoneyLynn_G
HoneyLynn_G
Level 6
November 7, 2018

Hello there, @PozoRick.

 

It's great to see you here today. I can help you customize a report to show customers in a range of activity. 

 

Reports in QuickBoooks Online can be customize according to the information needed. You can run and customize the Transaction List by Customer to do that.

 

I'll show you how:

  1. Click Reports.
  2. On the search field, enter Transaction List by Customer.
  3. Update the Report period.
  4. Click Run report to refresh the information.

To have a better view of the customer list, you could export the report to Excel and customize it from there:

  1. Click the Export icon (see screenshots attached).
  2. Choose Export to Excel.
  3. Click OK on the small window.
  4. On the Excel file, click the Filter button.
  5. Click the first column drop-down. 
  6. Select the customer names.
  7. Click OK.

There you have it. Let me know if you need more help with reports, and I'll jump right back.

P
PozoRickAuthor
November 8, 2018

This is close but I will need the addresses ALSO because I want this list to do a mailing. I upload the list to a mailing service.

 

I can export and upload all of my contacts from Quickbooks but I "ONLY" want the customers that have done business in the last 2 years. NOT all 2500.

 

Thanks so much... You are close.

Rose-A
Rose-A
Level 10
November 8, 2018

Glad to have you back here in the Community, @PozoRick.

I'd be happy to lend a hand with customizing a report to show the information you need.

 

You can customize the columns that display on the Transaction List by Customer to find more information. Before you export the information into Excel, you can add columns for billing address, shipping address, delivery address and more.

 

Here's how:

  1. In the Report screen, click the Gear icon.
  2. Under Display density, select the Columns you wanted to add in the report.

 

I've attached a screenshot for your reference.

 

If you have other questions, feel free to post back here or add a comment below. Have a great rest of your day!

 

Rose-A
Rose-A
Level 10
November 9, 2018

Greetings, @PozoRick.

I appreciate the screenshot that you provided. I want to make sure you're able to customize the report excluding the inactive customers.

 

Here's how you can get this done:

  1. In the report screen, click Customize.
  2. Under Customize report, click Filter.
  3. Select Deleted and choose Not Deleted.
  4. Click Run report.
  5. Only active customers are showing in the report.

I've attached screenshots below to guide you through the steps.

 

 

Also, regarding with separating the whole address and removing the duplicates of transactions isn't currently offered in QuickBooks Online. You'll need to export the information into Excel and separate them manually. I encourage you to send feedback regarding features and options you'd like to see implemented in future product updates. You can do so by clicking on the Gear Icon, then choosing Feedback.

 

You can always get back to us if there's anything else you need. Have a good one.

 

 

 

C
Carolyn TX Learner
November 9, 2019

I have exported every kind of report QBO offers to try to get a clean mailing list to send out Christmas cards and there is no simple way of doing this. To do a mail merge in Word for labels, you have to have the customer name, street address, city, state & zip code all in separate cells in excel to do this. I need a report for all active customer in the last 3 years, not going back since we started business. Why is it there is no simple report to do this? This shouldn't be complicated, it is grabbing data fields. This is beyond frustrating, and one more QBO fail that makes us want to get away from QB all together. I have about 10 things so far that QBO has not added or fixed that paying customers are also complaining about (some more than 2 yrs or more) and still no resolve.

    M
    Mark_RModerator
    Moderator
    November 9, 2019

    I understand how it feels, and I'm here to make it up with you, @Carolyn TX Learner.

     

    You can run and customize the Customer Contact List report to show the mailing list for all active customers from the last three years. Let me walk you through the steps.

     

    1. From the left menu, click Reports.
    2. Search for Customer Contact List.
    3. Click the Customize button.
    4. In the Rows/Columns section, put a check-mark on the Created Date.
    5. Go to the Filter section, then select Custom from the Last Modified Date drop-down.
    6. Enter the date from the last three years.
    7. Click Run report.

    I've got you an article for more details: Customize your Reports in QuickBooks Online.

     

    Once done, all of your customers created on that day will show on the report. 

     

    In case you want to learn how to memorize reports, you can read this article for your future reference: Memorize Reports.

     

    Just hit the Reply button if you have additional questions. I'll be right here to help.

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