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Buy nowIs there a report that shows when a customer was added to QuickBooks? Under customer snapshot I see "Number of years as a customer" how to do I get this in a report format? I need to see new customers as of January 1, 2020. Thank you!
I'm glad to see you here in Community, @Sabre60.
I have tried replicating on my end and all the reports related to the customer are customer's transaction. as of the moment, there is no report that can show when a customer started in the company. On the company snapshot also, you can only print it or save as an image and the only detail is the number of years as a customer. I understand that this feature can help you a lot, this could be a good product suggestion that our engineers may consider for future upgrade.
You may visit this link to submit your product suggestion: https://quickbooks.intuit.com/commerce/common/fragments/feedback.jsp
Feel free to ask if you have additional questions. The Community team will be happy to assist you further. Take care and stay safe.
There's nothing built into QuickBooks to do this, but you can use our BRC List Reporter to create a report in Excel that shows the fist sale date for each customer, and then in Excel you can use a formula to calculate the number of years from that date to today.
Has a report been made available for this? I would like to be able to pull all my customers "Average Days to Pay" from the snapshot page but I do not want to have to go one by one to get this information. Is there a way to get this info for all customers at once?
Hey there, KyleKo.
Thanks for joining this thread. I'd be glad to relay some info to answer your question about reporting in QuickBooks Desktop.
Rather than viewing from the snapshot, another route to check the report is by:
1. Clicking the Reports tab.
2. Hover over Customers & Receivables.
3. Select Average Days to Pay.
If the report doesn't show "All Transactions" at the top of the page you may want to check and make sure there aren't any filters in place that would potentially limit the data of the full report. This can be done by:
1. Clicking the Customize Report button in the top left corner of the report screen.
2. Select the Filters tab.
3. Choose the Remove selected filter button.
The following linked article provides additional info about customizing reports in QuickBooks Desktop.
Please feel free to reach back out if you have any other questions. I'm only a comment or post away.
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