Is there a way to see when a customer was added to my database? I've looked at reports and have even added a custom date range to look at customer reports, but it keeps showing all of my customers instead of those added during the date range that I requested.
It seems that the database for customers would automatically log the date/time that the new customer was added.
Solved! Go to Solution.
Welcome to the Community, @Ream Drilling!
Yes, viewing and filtering customers by their creation date is possible. I can assist you on how to do it.
Here's how:
In order to better manage your reports in the future, I suggest taking a look at the following articles:
Please feel free to reach out if you have any concerns about your customer reports. I'm always here to help. Have a great day!
Welcome to the Community, @Ream Drilling!
Yes, viewing and filtering customers by their creation date is possible. I can assist you on how to do it.
Here's how:
In order to better manage your reports in the future, I suggest taking a look at the following articles:
Please feel free to reach out if you have any concerns about your customer reports. I'm always here to help. Have a great day!
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here