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BeckyV1885
Level 1

Customer Contact Reports

I'm wondering if there is a way to run a customer contact list that can include their last transaction date as well.

1 Comment 1
AlcaeusF
Moderator

Customer Contact Reports

Hello @BeckyV1885,

 

Thank you for reaching out to us here in the Community space. I can help you customize the Customer Contact List report in QuickBooks Online.

 

The option to directly include a column for the last transaction date in the report is unavailable. As a workaround, export your data to Excel and add the missing information manually.

 

You'll need two reports to come up with what you need from QuickBooks. I recommend using the Customer Contact List and Transaction List by Customer report for the dates.

 

Check out this screenshot for your visual reference on how to export a report:

 

 

For the second report, include the Data column before the export process (see additional screenshot below). This way, you can get a copy of the dates and merge it into your Customer Contact List in Excel. 

 

 

Also, you can create custom reports regularly and schedule them to run automatically. I've included a link you can use as a reference: Customize reports in QuickBooks Online.

 

Glad to answer any other questions you might have about the QuickBooks Online platform. Visit the Community space again, and I'll help you out.

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