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rlm2
Level 1

How can I generate a list of active customers? I need to see which ones ordered in the past year.

 
3 Comments 3
ReyJohn_D
Moderator

How can I generate a list of active customers? I need to see which ones ordered in the past year.

I've got steps to ensure you'll see active customer list who ordered last year, @rlm2.

 

You can customize either the Sales by Customer Detail or Sales by Customer  Summary report to pull up the info you need. Let me show you how:

 

  1. Go to the Reports menu, and then refer to the Sales and Customers section.

  2. Choose Sales by Customer Detail or Sales by Customer Summary report.
  3. Pick the Last Year in the Report period, choose Customer in the Group by, and your preferred Accounting method in drop-down ▼.
  4. Tap the Customize button, and then select the customer names in the Filter drop-down ▼. You'll see the customer name with the word [Deleted] when a customer is inactive.
  5. Hit Run report once ready.


Feel free to check out this article for more info: Customize reports.

 

You'll also want to memorize your reports to save their current customization settings for easy access. 

 

I'm always around to lend a hand if you have more QuickBooks concerns. Take care and have a nice day.

rlm2
Level 1

How can I generate a list of active customers? I need to see which ones ordered in the past year.

Thank you for taking the time to share this information. I was able to gather the info I needed. Have a great week!

Rejeil_O
QuickBooks Team

How can I generate a list of active customers? I need to see which ones ordered in the past year.

Hi there, @rlm2.

 

I'm so glad that you've successfully gathered the information you needed by following the steps provided by my colleague ReyJohn_D.

 

Please know that we're always around here in the Community to help. You can post your concerns through our website. Keep safe, and have a good day!

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