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:
Choose Reports at the top menu bar.
Under Customers & Receivables, select Customer Balance Summary.
Set the date range at the top.
Click the Customize Report button at the top.
Under the Display tab, click Advanced.
Under Display Rows and Display Columns, choose All.
Click OK twice.
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