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tam0823
Level 1

Customer List - New customers added since a specified date

How can I generate a list of new customers added since a specified date using Quickbooks Desktop Pro 2019?

Solved
Best answer October 31, 2020

Best Answers
Angelyn_T
QuickBooks Team

Customer List - New customers added since a specified date

Allow me to share with you some information about running the Customer Contact List report, @tam0823.

 

The report displays compact information with all of your customers' details. Generating a list with a specified date is currently unavailable. The good news is, you can add a field for this data to display them on your report. I can guide you on how.

 

  1. Go to the Customers menu, then select Customer Center.
  2. Tap on the customer's name, then click on Additional Info under the Edit Customer window.
  3. Click on Define Fields.
  4. Add a label from there (Added in QB).
  5. Tap OK.
  6. Enter the date (when the customer is added to your file).

When opening your report, include the field added, then filter the names that you want to display. From there, review the dates under the desired field.

 

To learn more about creating custom fields in QuickBooks Desktop, you can open this article: Create and use custom fields in QuickBooks Desktop.

 

Lastly, use this link to learn more about running and customizing reports.

 

I'm always here to lend a helping hand in case you need help while managing your business and QuickBooks. Just add a comment below. Have a good day!

View solution in original post

2 Comments 2
Angelyn_T
QuickBooks Team

Customer List - New customers added since a specified date

Allow me to share with you some information about running the Customer Contact List report, @tam0823.

 

The report displays compact information with all of your customers' details. Generating a list with a specified date is currently unavailable. The good news is, you can add a field for this data to display them on your report. I can guide you on how.

 

  1. Go to the Customers menu, then select Customer Center.
  2. Tap on the customer's name, then click on Additional Info under the Edit Customer window.
  3. Click on Define Fields.
  4. Add a label from there (Added in QB).
  5. Tap OK.
  6. Enter the date (when the customer is added to your file).

When opening your report, include the field added, then filter the names that you want to display. From there, review the dates under the desired field.

 

To learn more about creating custom fields in QuickBooks Desktop, you can open this article: Create and use custom fields in QuickBooks Desktop.

 

Lastly, use this link to learn more about running and customizing reports.

 

I'm always here to lend a helping hand in case you need help while managing your business and QuickBooks. Just add a comment below. Have a good day!

View solution in original post

tam0823
Level 1

Customer List - New customers added since a specified date

Obviously not the best solution but it will have to do as a work around until such a feature (which should be standard) becomes available.  

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