Customer last sales report

Greetings, suncarpet! It's delightful to have you here in our Community forum. We're glad to help you identify the customers you worked with during a specific timeframe in QuickBooks Online.

Thank you for choosing QuickBooks as your partner in handling your business activities. Similar to QBDT, you can run the Transaction List by Customer report. You may adjust the reporting period, then customize it by filtering out the column for customers to access the names of the customers you need to know. I'd gladly walk you through the process:

1. Click the Reports menu, then enter the Transaction List by Customer. 
2. Navigate the Report period. 
3. Click the Gear icon, then hit the Customer checkbox.
4. Select Run report.

Feel free to visit these articles for your reference in managing reports within your program:

• Customize reports in QuickBooks Online
• Run reports in QuickBooks Online
• Memorize reports in QuickBooks Online

Don't hesitate to get back to us if there is anything you need help with your transactions or reports in QuickBooks Online. We're always here to help you. Have a nice day!

But if there is a customer that I worked for already again since that time I don't want to send them a postcard.  Desktop used to show me the recent transactions when I drilled down. I only want to send postcards to customers that I haven't worked for in the last year. Is there any report I can run based on their last sale date?

Hi there, suncarpet. 

QuickBooks Online (QBO) and QuickBooks Desktop (QBDT) are two different versions with different features. In QBO, there isn't a direct way to show the last date of sale for each customer. However, you can add a column to see the transactions sorted by date. 

Also, you can export the data to Excel, where you would have more flexibility to remove the columns according to your needs. 

I've added screenshots for your reference.

You can refer to this article for more details about reports in QBO:

• Customize the Reports in QuickBooks Online
• Run reports in QuickBooks Online

Furthermore, you can also memorize the report to save its current customization settings. It will serve as your record and help you quickly access it for future use.
 

Let me know if you have other questions about managing reports, let me know by adding a comment below. I'll be here for you. Please take care and have a good one!

When I download the report it just has client name and total spent during that time. How can I add rows for address and email address?

Thanks for joining the thread, @elischein28.

When you pull up the Transaction List by Customer report, you can only add the columns for delivery address and shipping address. To include the email address, export the report to Excel and edit the file. I can guide you through the process.

Follow these steps:

1. Navigate to the Reports menu.

2. Type Transaction List by Customer in the Find report by name search field and open it.

3. Select the Columns button.

4. Check the boxes for the Delivery Address and Shipping Address.

5. Click the Export/Print dropdown and choose Export to Excel.

Once the file has been downloaded, you can manually add your customers' email addresses.

In case you want to have an overview of your customers' outstanding balances, you can run an accounts receivable aging report. For more details, visit this article: Run an accounts receivable aging report.

Feel at ease to drop by again if you have additional concerns regarding reports. Our team is always eager to lend a helping hand. Stay safe!