Creating a customer list based on the creation date

You've come to the right place to ask that question, @DanBu.

Yes, it's possible to run a report in QuickBooks Desktop (QBDT) showing the customers' contact information and limiting them to a specified date. No worries, I'm here to show you how.

We can do that by running the Customer Contact List report and customizing it so only specific customers will show. 

To do that:

1. Go to the Reports menu and select Customers & Receivables.
2. Select Customer Contact List.
3. To filter the information, select Customize Report and click the Filter tab.
4. From the Filter option, look for Start Date. We can also simply search for it in the Choose Filter search box.
5. In the dropdown button, you can choose dates. We also have the option to enter a custom range in the From and To fields.
6. Click OK.

If you want to save the current customization settings, you can memorize reports in QBDT. This way, you won't have to go through the same process of filtering the information again. 

Moreover, we may also automatically send reports at a regular and recurring scheduled time. It's helpful if you've been sending the same reports on a daily, weekly, monthly, or quarterly basis. You can even send out multiple reports in a single schedule.

Feel free to drop by the Community if you have additional questions about running reports in QBDT. We're always available to answer every one of them. Have a great day ahead!

Thank you very much - I tried this approach and when I limited the date range (that includes the past several months with many known new customer entries), the report becomes empty (i.e. no customers listed). I tried a start date of when I began using QB and still no entries populate in the report. I wonder if the customer entries are not start-dated? I wonder if there is a selection to toggle-on to date-stamp new customer entries? I appreciate any further input!

Hello there, @DanBu.

I appreciate you for getting back on this thread and providing an update. I'm here to chime in and give additional insights so you'll be able to see the data you need when running a report.

First, we can try adding filters like Name and Account number to show those customer entries. Otherwise, please ensure that the date applied from the filter is based on the Start and End date from the customer's Job Info. I'll show you how to get that information:

1. From the menu, go to Customer Center.
2. Find the customers.
3. Gather information needed, like the Name, Account number, and Job info.
   
    

From there, gather the data and then apply it to your report. Please refer to the screenshot below for reference: 

If you're still unable to pull up those data from the report, I suggest reaching out to our QuickBooks Desktop Support Team. They have equipped tools to look further into your account in a safe environment and help you with this query. Here's how:

1. Go to the Help menu, then select QuickBooks Desktop Help.
2. Select Contact Us.
3. Please give a brief description of your issue, then select Let's talk, and then choose a way to connect.

You can check our available hours when contacting support to ensure we address your concern promptly.

Feel free to tag me in your reply to keep me posted on your progress. I'm determined to help you succeed. Keep safe always!

@Carneil_C Thank you very much for the additional detail. It looks like start date would have to be manually entered for each customer for this filter to function. I do not enter start dates for customer entries. I had hoped that the program would date-stamp them automatically. Are you aware of any setting that would allow the program to date-stamp new customer or vendor entries automatically?

Thanks for getting back to us, @DanBu.

Let's send feedback or product recommendations to help improve the features and your experience using QuickBooks Desktop (QBDT).

For the time being, the option to automatically date-stamp new customer or vendor entries is unavailable in QBDT. Yes, you're right that you'll have to manually enter the start date for each new customer or vendor to include this info.

On the other hand, I can see how the benefit of being able to automatically date-stamp new customer or vendors' balances and entries would aid you in managing your income and expense transactions with QBDT. With this, I would encourage you to send suggestions or product recommendations. We'll take them as opportunities to improve the various features of our products.

Your valuable feedback will be forwarded and reviewed by our Product Development team and will help improve your experience while using the program. Here's how:

1. Go to the Help menu.
2. Choose Send Feedback Online.
3. Click on Product Suggestion.
4. Click on the drop-down for Type of Feedback and select Product Suggestion.
5. Select the Product Area.
6. Then enter your thoughts and suggestions.
7. Once done, select Send Feedback.

Also, you may want to check out one of our Help pages as your reference to guide you in managing your business's growth and transactions using QBDT: QuickBooks Learn and Support. It includes help articles, Community discussions with other users, and video tutorials, to name a few.

Please don't hesitate to let me know in the comments if you have other feature concerns or questions about managing customer and vendor transactions in QBDT. I'm always around to help. Take care, and I wish you continued success, @DanBu.

Actually if the audit trail included the entered by and entered date when a new customer or vendor was added to the that would be all that was needed.

How can i know Creating a vendor list based on the creation date and edit date as reports please?

Thanks for joining this thread, Arwah. I can lay down some details about pulling up a report that shows the creation and edit dates of a vendor list.

Any report related to vendors doesn't have a creation or edit dates. However, you can use custom fields to add the additional data on the vendor profile. They'll appear on the Vendor List report when you pull up the data. 

I'll be walking you through the steps to accomplish the task.

1. Select the Vendor menu, then Vendor Center.
2. Double-click the name of the vendor to open the profile.
3. Go to the Additional Info tab, then hit Define Fields.
   
4. Enter the custom name in the Label field.
5. Mark the Vend, Trans, and List boxes.
6. Choose the data type, then click OK.
   
7. Click OK again to confirm.
8. Enter the information in the Creation date field, then hit OK.
   

You can find more details about the steps above through this link: Create and use custom fields in QuickBooks Desktop.

When you run the Vendor Contact List report, make sure to mark Creation date from the Display column. This way, the information will show up on the report. Here's a sample screenshot for your visual reference.

Available columns and filters differ for each report because each draws information from the company file differently. This article covers basic information about knowing the source and target when filtering the data: Customize reports in QuickBooks Desktop.

Know that you can always hit the Reply button below if you have additional questions. I'm always right here to help you. Have a good one.

Thanks for following up with the Community, Arwah.

You can use custom fields to list creation and edit dates on vendor list reports. Detailed steps for doing so can be found in MaryLandT's post.

If you need two dates to display on vendor reports, you can create your custom fields with two dates in their label titles.

You'll also be able to find many detailed resources about using QuickBooks in our help article archives.

Please don't hesitate to send a reply if there's any additional questions. Have a lovely day!

Dear ZackE,

you didn’t understand my question 🙋‍ 

I know that I can create two dates In label titles, So if I return my question…Once I go filter and I choose creation date and I need to get two dates or more for example 𝐅𝐫𝐨𝐦 𝟎𝟑/𝟐𝟐/𝟐𝟎𝟐𝟑 𝐓𝐨 𝟎𝟑/𝟐4/𝟐𝟎𝟐𝟑 not display area but I meant filter area.

I hope you will understand me.

Hello, Arwah.

I want to clarify your question, so my team and I can address your concern promptly. 

So, are you trying to add a date range for the custom creation date filter on the Vendor Contact List report? 

Going back to your original post, can you elaborate more on the edit late? Are you trying to see and sort your vendor list based on the edited date?

Looking forward to your reply. 

Hello, James.

Yes that is what I want.

let me add extra explanation

Example, When I want to register a new customer, I see many options including 𝐉𝐨𝐛 𝐢𝐧𝐟𝐨, when I click on 𝐉𝐨𝐛 𝐢𝐧𝐟𝐨, it has start date, so when I want to find customers who join my business last three days on their phone, I can go directly Reports and i will Choose customers and receivables and I will choose customer phone list and i will click customize report When I click on customize report a window opens and there are four holes that are written on it; 1:Display 2:Filters 3:Header/footer 4:Fonts&Numbers and i will choose the second one which is written in it Filters, when i see the search bar i will write start date when i see and choose start date I will get a starting date and an ending date, for example From 03/22/2023 To 02/24/2023, So in The vendor section does not have a place where I can select the start date and end date Filters Area so how can I get it?

Joining you here to help with your questions about vendor start and end dates, Arwah.

At the moment, the same options that you can see in the job section is not available in the vendor side. 

The project feature is designed to track a one-time task, event, or duty under a client. This is why there's an option to track the start and end dates. Although, you can use the Custom field option in the vendor's profile  as a workaround.

I would also suggest sending feedback about this to our product engineers. All customer suggestions are collected and reviewed when new updates are designed. Here's how:

1. Go to the Help menu.
2. Scroll-down to Send Feedback Online, then click Product Suggestions.
3. Enter your feature request and any other required details.
4. Click Send Feedback.

Let me also share this article for additional guidance:

• Customize Vendor Reports
• Change Vendor, Customer or Employee Name Type 

Feel free to join us again in the Community and post more questions if you need anything else. We're always ready and willing to help whenever you need it.

I don't get any results for a start date.  Is there a way to select customers based on the date they were entered into QB?

How do you do this on Cutomer Lists?  It seems like it should be a simple filter.

Yes, there is indeed a method in QuickBooks Desktop (QBDT) to generate a detailed report that categorizes customers based on the dates they were entered into the system. Let me delve into more detail and guide you through the step-by-step process to access and utilize this report effectively.

QBDT has a default Start Date filter when running a Customer Contact List Report. However, these are displayed only when a customer has an assigned job to determine their starting date. 

If you want to show the creation date for customers in QBDT, you will need to run a Customer Contact List report and customize it. Before doing so, make sure you've manually entered a field for each customer in their profile. This represents when the customer was added to the system. Here's how: 

1. Click the Customers menu.
2. Tap the Additional Info tab.
3. Select the Define Fields button.
4. Enter Date Entered. Type in the date of when this customer was entered into the program. Lastly, hit OK.
   
   
   
   Then, to run the report showing the customer's Date Entered field, please check out the instructions below:

1. Go to the Reports menu and choose Customers & Receivables.
   
2. Select Customer Contact List.
   
   
   
   
3. Click the Customize Report button in the upper left corner.
4. Tap the Filters tab. Scroll down and pick Date Entered.
5. Once done, hit OK.
   
   
   
   

Having access to accurate and up-to-date contact information empowers us to communicate effectively and efficiently. If you have other questions about running certain reports in QBDT or customizing its filters, tag me in the comment section below and I'll get back to you promptly.