Contact list range by created or receipt date

Hello there, @PozoRick.

It's great to see you here today. I can help you customize a report to show customers in a range of activity. 

Reports in QuickBoooks Online can be customize according to the information needed. You can run and customize the Transaction List by Customer to do that.

I'll show you how:

1. Click Reports.
2. On the search field, enter Transaction List by Customer.
3. Update the Report period.
4. Click Run report to refresh the information.

To have a better view of the customer list, you could export the report to Excel and customize it from there:

1. Click the Export icon (see screenshots attached).
2. Choose Export to Excel.
3. Click OK on the small window.
4. On the Excel file, click the Filter button.
5. Click the first column drop-down. 
6. Select the customer names.
7. Click OK.

There you have it. Let me know if you need more help with reports, and I'll jump right back.

This is close but I will need the addresses ALSO because I want this list to do a mailing. I upload the list to a mailing service.

I can export and upload all of my contacts from Quickbooks but I "ONLY" want the customers that have done business in the last 2 years. NOT all 2500.

Thanks so much... You are close.

Glad to have you back here in the Community, @PozoRick.

I'd be happy to lend a hand with customizing a report to show the information you need.

You can customize the columns that display on the Transaction List by Customer to find more information. Before you export the information into Excel, you can add columns for billing address, shipping address, delivery address and more.

Here's how:

1. In the Report screen, click the Gear icon.
2. Under Display density, select the Columns you wanted to add in the report.

I've attached a screenshot for your reference.

If you have other questions, feel free to post back here or add a comment below. Have a great rest of your day!

This almost works with only TWO problems.

I attached a screen shot for an example of what I get.

1) I get a Address for every transition. I only need or want one address for each contact, otherwise I am going to need to find a way to find and remove duplicates for thousands of transactions.

2) I need the list to be in separate cells: Address, City, State, Zip. Like the Contact List has, Not the whole address in one "Cell". This is required by the mailing service.

"Customer Contact List" comes real close but I want to exclude inactive customers or customers that have not done business recently. 

Greetings, @PozoRick.

I appreciate the screenshot that you provided. I want to make sure you're able to customize the report excluding the inactive customers.

Here's how you can get this done:

1. In the report screen, click Customize.
2. Under Customize report, click Filter.
3. Select Deleted and choose Not Deleted.
4. Click Run report.
5. Only active customers are showing in the report.

I've attached screenshots below to guide you through the steps.

Also, regarding with separating the whole address and removing the duplicates of transactions isn't currently offered in QuickBooks Online. You'll need to export the information into Excel and separate them manually. I encourage you to send feedback regarding features and options you'd like to see implemented in future product updates. You can do so by clicking on the Gear Icon, then choosing Feedback.

You can always get back to us if there's anything else you need. Have a good one.

I have exported every kind of report QBO offers to try to get a clean mailing list to send out Christmas cards and there is no simple way of doing this. To do a mail merge in Word for labels, you have to have the customer name, street address, city, state & zip code all in separate cells in excel to do this. I need a report for all active customer in the last 3 years, not going back since we started business. Why is it there is no simple report to do this? This shouldn't be complicated, it is grabbing data fields. This is beyond frustrating, and one more QBO fail that makes us want to get away from QB all together. I have about 10 things so far that QBO has not added or fixed that paying customers are also complaining about (some more than 2 yrs or more) and still no resolve.

I understand how it feels, and I'm here to make it up with you, @Carolyn TX Learner.

You can run and customize the Customer Contact List report to show the mailing list for all active customers from the last three years. Let me walk you through the steps.

1. From the left menu, click Reports.
2. Search for Customer Contact List.
3. Click the Customize button.
4. In the Rows/Columns section, put a check-mark on the Created Date.
5. Go to the Filter section, then select Custom from the Last Modified Date drop-down.
6. Enter the date from the last three years.
7. Click Run report.

I've got you an article for more details: Customize your Reports in QuickBooks Online.

Once done, all of your customers created on that day will show on the report. 

In case you want to learn how to memorize reports, you can read this article for your future reference: Memorize Reports.

Just hit the Reply button if you have additional questions. I'll be right here to help.

Mark,
Do you happen to know if this is an option somehow in QB Enterprise 2018 (desktop)?     I am trying to run vendor reports as of certain dates, to capture any changes to vendors or new vendors.

Mark,

I'm trying to run a vendor contact list as of a certain date, and in Desktop QB Enterprise 2018.   Do you know if this is possible?   The customized date option is not a choice on my version, but I wondered if you knew if it was located in another area of the reports.

Good day, LBear!

My colleague DivinaMercy_N has already answered your post. Please refer to this link: https://quickbooks.intuit.com/learn-support/en-us/other-questions/vendor-reports/01/596021#M41821.

If you have other questions, you can always post in the Community.

Hi @HoneyLynn_G 

Thanks for sharing the details you want to achieve, @Jack4.

Allow me to share some information about customizing reports in QuickBooks Desktop (QBDT).

QBDT offers a variety of reports that you can personalize base on the information you need. However, customizing the Customer Contact List report by the creation date is currently not available.

I see having this option can benefit you and your business. I’ll take note of this as a feature request on your behalf and let our engineering team know about this. There are always looking for a way to enhance our product to suits the needs of our customer. They might consider adding this in future updates.

While I can’t provide you a specific time frame as to when the option will be available. I recommend checking our Products Updates page regularly. Here, you’ll get to know the latest news and feature releases in QBTD.

Let me also add this article that you can utilize to learn more about running reports in QBDT: Understand reports.

Please let me know if you have any other questions about managing reports in QBDT. I’d be more than happy to help you out. Have a great day ahead.

I have no "left menu" with a "reports" button. What version are you referring to. I have QB Pro desktop. Trying to do the same thing - a mailing list of all clients who have used us (that we have invoiced) within the past three years. I cannot follow your instructions. The buttons/tabs/menus don't apply or don't exists as you have described.

Your instructions do not work. Menus, buttons don't work, do not exists as you present them.

Did their instructions work for you? They don't for me. One of my very biggest frustrations with this program, by far! It should be very, very simple - contact list by date invoiced. Not rocket science, folks! Arrgh!