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Level 1

Customer list with a date the customer was created

I need a report that gives me the date that a customer was first set up as a client.

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Intuit

Customer list with a date the customer was created

Hello,

 

You can run a Customer Contact List Report and add the column for Created Date.

(picture below)

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Moderator

Customer list with a date the customer was created

Welcome aboard to the QuickBooks Community, koskib.

 

I can help you run the report you need in QuickBooks Online.

 

You can run the Customer Contact List report to view the created date of your customers.

 

Here's how:

 

1. On the left navigation bar, click Reports.

2. Click the search bar.

3. Type-in Customer Contact List and hit the Enter key.

4. Click the small Gear icon within the report.

5. Put a check mark beside Create Date.

 

I've also attached some screenshots below for your reference.

 

Please don't hesitate to reach out if you need more help concerning the report. I'll be sure to get back to you.

 

image.png image.png

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