I am trying to run a report that shows all of my customers and the last time there was any activity on their account.
I was trying to find a way i can run a report that would show me all of my customers and their activity. We have a system that any accounts with no payments or new sales orders within a 4 month time frame that account goes out of protection so our other sales reps can call and sell them.
So i am trying to get a report that shows a complete list of all customers that have no payments applied to their account, and no new orders written in the last 4 months as of today or any day i choose in the future.
I can help you run a report that shows all customers with no activity on their account.
You can customize the Customer Balance Summary for this. Let me show you how:
The screenshot below shows these steps as well.
Since we are unable to remove the customers that have balance in this report, you can export it to Excel and manually delete them. Just click the drop-down next to Excel and select Create New Worksheet.
Following these steps should help track the customer with no transactions within the last four months. Reach out to me if there is anything else you need. Have a great day.
Hi there. I am looking for a similar report in QBO but I want to see Customers that have NEVER had any activity. [The problem arises from bad data imported from QB Desktop and I intend to delete/inactivate them.] thanks a lot
Thank you for reaching out to us here in the Community. I'd be glad to lend a hand with your concern about your customers in QuickBooks Online.
Right now, the available reports in the system only show results if there are transactions assigned to the customer. Running reports for those that never had activity is currently unavailable.
However, you can run the Customer Contact List report and manually click each one to view if there are any activities. Once you click the name, it'll route you to the Transaction List section.
Here are the steps:
For your visual reference, check this out:
You can also try running the Transaction List by Customer report through these steps:
In case you want to know more about how the report works, I'm adding the article about targets and sources for future reference:
Fill me in for any additional questions you may have regarding the report, and I'll be sure to get back to you. Wishing you all the best.
Hey there, @RS1985. Happy to help out here.
After reviewing the Customer Balance Summary report, it appears the option to filter by Customer Status is unavailable at this time. For now, all customers, regardless of status, will show in that report.
If you'd like to learn more about customizing reports in QuickBooks Desktop, I recommend taking a look at: Customize reports in QuickBooks Desktop
Let me know if you have any additional questions, let me know by hitting the Reply button below. I'll be here to help.
You could try exporting your entire list of customers into an excel sheet, then run some kind of report that shows customer activity (like Transaction List by Customer), customized for the last 4 months only (so only your "active" customers display), then export that into Excel also. Do a little Excel copy/pasting to where your Excel sheet shows the two lists of customers only, then create an Excel formula or conditional formatting (like the Match formula) to show which customers on your "entire list" are present on your "activity during last 4 months list". So everyone left over on your entire list that isn't on your activity list will be the ones that have no activity.
Not pretty but it should work.
Here's a video that shows the Matching formula/process in Excel. If this doesn't work there's other formulas in Excel that can ultimately display what you want.
I'll walk you through on how you can generate a similar report stated on this thread in QuickBooks Online (QBO).
My colleague @AlcaeusF already provided the answer to this question above. In case you missed it, I'll share it with you. You can run the Transaction List by Customer report, so you can see the last activity you had with your customers.
You also have the option to make changes to your reports, so it meets your company's needs. Take a look at this article for more details: Customize reports in QuickBooks Online. It's a detailed list of all parameters you can change on any given QBO report.
Feel free to drop a comment below if you have other concerns. I'll be sure to get back to you.
There isn't a way in QuickBooks to create a report that shows the last activity for a customer.
However you can do it with our BRC List Reporter , where you can pick first and last dates as columns on a customer list report.