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ABSC
Level 1

List of Customers who have not bought anything since 2015

I'm using Quickbooks Desktop 2017 Premier Edition Retail on Windows 10

I'm trying to do a promotional mailshot to dormant customers. I've gone round and round the reports trying to get QB to give me a list of customers who have not bought anything since 2015 and drawn a blank. Can anyone guide me to an answer?

 

I'll want their name, email, and address as well as date of last purchase included in the report

 

thanks for any advice.

 

 

Solved
Best answer February 03, 2020

Best Answers
Kristine Mae
Moderator

List of Customers who have not bought anything since 2015

We'll have to pull up two reports, export them to excel, then combine them so we can achieve what you need, ABSC.

 

I'll guide you with the steps.

 

First, we'll have to pull up the Sales by Customer Summary report and customize it to show customers with no sales within a certain time frame. Here's how:

  1. Click Reports, then go to Sales.
  2. Select Sales by Customer Summary.
  3. Change the dates to the period desired.
  4. Click the Sort by drop-down arrow, then select Total.
  5. Click Customize Report, then click Advanced.
  6. Under DISPLAY ROWS, select All, then click OK.
  7. Go to the Filters tab.
  8. Under Account, select All ordinary income accounts, then click OK.
  9. Click the Collapse button. 

 

Next, here's how you can export the report:

  1. Click Excel, then select Create New Worksheet.
  2. Click Create new worksheet, select in new workbook, then click Export

Then, let's export the customer list so we can get their emails and addresses. Here's how:

  1. Go to Customers, then click Customer Center.
  2. Click Excel, then select Export Customer List.
  3. Click Create new worksheet, select in new workbook, then click Export

Once done, you can combine both reports. Although, it won't provide the last purchase date, you'll want to check each customer for the needed information.

 

I'll also share the article on how you can create, access and modify memorized reports for future reference. 

 

You can tag me if there's anything else that I can do for you. I'm just around to help you out. 

View solution in original post

3 Comments 3
Kristine Mae
Moderator

List of Customers who have not bought anything since 2015

We'll have to pull up two reports, export them to excel, then combine them so we can achieve what you need, ABSC.

 

I'll guide you with the steps.

 

First, we'll have to pull up the Sales by Customer Summary report and customize it to show customers with no sales within a certain time frame. Here's how:

  1. Click Reports, then go to Sales.
  2. Select Sales by Customer Summary.
  3. Change the dates to the period desired.
  4. Click the Sort by drop-down arrow, then select Total.
  5. Click Customize Report, then click Advanced.
  6. Under DISPLAY ROWS, select All, then click OK.
  7. Go to the Filters tab.
  8. Under Account, select All ordinary income accounts, then click OK.
  9. Click the Collapse button. 

 

Next, here's how you can export the report:

  1. Click Excel, then select Create New Worksheet.
  2. Click Create new worksheet, select in new workbook, then click Export

Then, let's export the customer list so we can get their emails and addresses. Here's how:

  1. Go to Customers, then click Customer Center.
  2. Click Excel, then select Export Customer List.
  3. Click Create new worksheet, select in new workbook, then click Export

Once done, you can combine both reports. Although, it won't provide the last purchase date, you'll want to check each customer for the needed information.

 

I'll also share the article on how you can create, access and modify memorized reports for future reference. 

 

You can tag me if there's anything else that I can do for you. I'm just around to help you out. 

ABSC
Level 1

List of Customers who have not bought anything since 2015

Thanks for this. I guess it's a lateral thought method of getting the report that I was hoping for.

ABSC
Level 1

List of Customers who have not bought anything since 2015

Thanks for this. It's a lateral thought method of getting the Report that I needed.

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