Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Get 50% OFF QuickBooks for 3 months*
Buy nowWhere can I see the date when a customer was added and by which user ?
Welcome to the Community, @dana40. Let me help you run the report you need in QuickBooks Desktop.
Customer Contact List reports will show you the list of all customers. You can customize this report to add the Rep who created it and the start date.
Here's how:
You can check this article as your reference to customize reports in QuickBooks Desktop: Customize reports in the QuickBooks Desktop.
If you have any questions or need clarification, you can leave a comment below. I will be here!
Thank you for your fast reply!
We are three users in QB Enterprise, each with his own log in, we do not have sales rep.
Each of us is crating customers, now we need to see which user created a customer and what date.
Kindly please advise !
Hey there, @dana40.
Unfortunately, at this time, the audit log doesn't track the information you're looking for. I can completely understand why this would be an important piece of your business and keeping track of records for your team. Please know I'm sharing this with my development team for future improvements within the product.
Currently the Audit log is used to:
I'm here if I can help with anything else. Just leave a comment below and I'll get back to you! Have a great day.
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here