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Frequent Contributor *

Customer dates: creation date/start/end date

QB Enterprise.  Is there a customer creation date?   What's the function of the start/end dates?  I need to determine who/when customers are created.

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Best answer 06-03-2019

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Established Community Backer ***

Re: Customer dates: creation date/start/end date

@b3bt459 

@Jasper67 

 

The customer creation date is there, you just have to pull it out with a work around

use menu file>utilities>export>lists to iif files, select customer list and save

open excel, and open the iif file you saved

the time stamp field in the iif list export is a column, usually column D
insert a new column e
format that column as date, 3/14/01 1:30pm (format string shown in my excel version)

if the first time stamp is in cell D37, in E 37 enter this formula
=(D37/86400)+25569
and hit enter

copy that formula down the column

 

View solution in original post

8 Comments
Moderator

Re: Customer dates: creation date/start/end date

Hi b3bt459,

 

Thank you for posting here in the Community. I'd be glad to lend a hand with your question about the customer profile in QuickBooks Desktop.

 

You can utilize the Start Date found on the customer profile to run a report of the information you need. This function is mainly for tracking job expenses for a particular customer, but you can still use them for this purpose.

 

After adding the information, you can run the Customer Contact List report by following these steps:

 

  1. Click the Reports tab at the top menu bar.
  2. Select Customers & Receivables.
  3. Click Customer Contact List.
  4. Click Customize Report.
  5. Go to the Display tab to add or remove columns.
  6. Click OK.

Here's a sample screenshot for your visual reference:

 

For additional reference, In case you need them in the future I'm also adding an article about tracking job costs:

 

Tracking job costs in QuickBooks Desktop.

 

Please let me know if you need further assistance with the information you need from your customers. The Community will be sure to get back to you.

Anonymous
Not applicable

Re: Customer dates: creation date/start/end date

QB doesn't track (or at least doesn't make available) the creation date. It does track the creation/last edit date. 

 

Our BRC List Reporter can create a report of your customers including the first and last sale dates, which is (probably) close - the first sale date is probably about the same as the creation date.

Community Contributor *

Re: Customer dates: creation date/start/end date

Hi,

 

I believe this the correct thread for my question.  I am trying to find a way to run a report that will show me when the customer was added to QB.  I need to keep multiple systems in snyc with the same information and I need to know when a new customer is added.  I'm not looking for a notification just a report I can run from time to time.  To me, this seems very basic for a database type program, but I can't figure out how to get this information.

QuickBooks Team

Re: Customer dates: creation date/start/end date

Hello there, @Jasper67.

 

Let's add Create Date field in your set of Define Fields to show when the customer added in QuickBooks on the report.

 

When adding a customer, you can add the creation date in the Additional Info tab. Here's how:

 

  1. Go to the Customers menu.
  2. Select Customer Center.
  3. Click New Customer to add a customer.
  4. In the Address Info tab, enter the necessary information.
  5. Once done, go to the Additional Info tab, then click Define Fields in the Custom Fields section.
  6. In the Set up Customer Fields for Names, enter "Create Date" in the blank row.
  7. Click OK.
  8. Hit OK to create a new customer.

Once done, you can now run and customize the Customer Contact List report to show the date when your customer added in QuickBooks.

 

To customize the report, here's how:

 

  1. Go to the Reports tab.
  2. Select Customers & Receivables.
  3. Choose Customer Contact List.
  4. Click Customize Report.
  5. In the Display tab, search and add the Create Date column on the report.
  6. Click OK.

You can read through this article for your reference: Customize Reports in QuickBooks Desktop.

 

In case you need tips and related articles in the future, visit our QuickBooks Community help website for reference: QBDT Self-help.

 

Please let me know in the comment section down below if you have any other questions. I'm always around here in the Community ready to help.

Established Community Backer ***

Re: Customer dates: creation date/start/end date

@b3bt459 

@Jasper67 

 

The customer creation date is there, you just have to pull it out with a work around

use menu file>utilities>export>lists to iif files, select customer list and save

open excel, and open the iif file you saved

the time stamp field in the iif list export is a column, usually column D
insert a new column e
format that column as date, 3/14/01 1:30pm (format string shown in my excel version)

if the first time stamp is in cell D37, in E 37 enter this formula
=(D37/86400)+25569
and hit enter

copy that formula down the column

 

View solution in original post

Frequent Contributor *

Re: Customer dates: creation date/start/end date

This is exactly what I was looking for.  I just need to keep this post.   A custom field would rely on my sales folk to enter it when they create an account.   I'm lucky if I get an address. 

Anonymous
Not applicable

Re: Customer dates: creation date/start/end date

@Rustler 

RE: The customer creation date is there, you just have to pull it out with a work around

use menu file>utilities>export>lists to iif files,...

 

Is that date the create date or the create/last edit date?  I had thought the latter.

Established Community Backer ***

Re: Customer dates: creation date/start/end date


@Anonymous wrote:

@Rustler 

RE: The customer creation date is there, you just have to pull it out with a work around

use menu file>utilities>export>lists to iif files,...

 

Is that date the create date or the create/last edit date?  I had thought the latter.


The date I pull in the excel sheet is the date the customer record was first saved.  I have not checked the iif file

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