How do I create an email list of a specific product bought in a specific time frame so that I can offer upgrades to customers?

Hello there, Richard. 

We can pull up reports that will give us the data we need. With the Sales by Product/Service Detail our sales, grouped by product or service. It includes the date, transaction type, quantity, rate, amount, and total. While we're unable to add the customer's address, phone number and email address, we can pull up the Customer Contact List report as well. We can export both reports to Excel and collate them from there. Then, we can manually email it to your customers. 

Let me show you how to run both reports:

1. Go to the left menu and click Reports.
2. Enter in the search field Sales by Product/Service Detail and click on it. 
3. Click the Customize button and set the specific time frame. 
4. Hit on Rows/Columns > Change columns.
5. On the Product/Service drop-down select Customers.
6. Check the Product/Service box and select or remove the checks to add or remove columns. 
7. Click Run report. 
8. From the upper-right, click the export icon and select Export to Excel.

Do the same steps for the Customer Contact List report. To know more about customizing them, click on this reference: Customize reports in QuickBooks Online. 

I'm here if you need anything else. Take care!

As a customer who has been with Quickbooks online since its inception, why the hell do I have to generate two reports, open them in Excel and try to collate and merge the 2 reports together?  Why can't Intuit add the product/Service field as an option in the customization tab for the customer reports?  They could also enable me to add an email field in the Sale By Product detail report. 

This answer is labeled "solved".  This isn't a solution.  Having to audit 15,000 customers to create an email list doesn't solve the problem.  Intuit needs to give us access to add the fields that we need to the reports that we want to generate.  

I definitely understand the importance of these fields when running a report QuickBooks, @symphonystudios.

Our developers based the added features by the number of requests they get from customers like you. If you haven't sent this feedback yet, I'd recommend sending it through QuickBooks. This way, they can review your suggestion and likely include it in future updates.

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