I am looking to track old and new clients each year. Is there a date field accessible of the date in which a Customer Account was created?
Thanks for joining QuickBooks Community, @1629cds.
There’s no field or information you can pull up in QuickBooks Desktop that will say when the customer was created. I recommend using the first transaction’s date as a basis instead.
To keep a record of the data gathered, add a custom field in the customer’s profile and name it Created Date. Once you need the information again run the Customer Phone List report.
For custom field:
For more information, check out this article: Customize reports in QuickBooks Desktop.
That should get you pointed in the right direction.
Let me know if you have any questions. I’m always here to help. Have a good one!