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Join nowIs there a way to get a list of all my customers who made a purchase in 2019? I have an online store and I use Sales Receipts in QB for each individual customers purchases. I have over 10 years of customers in my data base but I just want to know all the customers in my customer list who made a purchase from me in 2019. Thank you for helping me figure this out!
(I am using QB 2008 version)
Hello, there kelfro.
You'll want to run the Sales by Customer Detail report and filter the date from the last year. Let me guide you on how to pull up the report.
You can also customize reports in QuickBooks Online.
Keep in touch if you have further questions. I'll always be right there to help anytime.
QB won't do this as a nice list. Report will show you the transactions, but will also be very verbose.
One way to do this is to use our BRC List Reporter , where you can pull the customer list and view it in Excel, and you can filter for customers who have activity in a specified period.
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