@pharmaboy  RE: Is there a way to get the entire customer data exported to excel, including history? I could then do some of this in Excel. Or is there an an alternative way to do this? 

Yes, you could do this. I'd start with the Transaction Detail report found on the Reports menu under Custom Reports.

On the Filters tab for the report:

- Add the Detail Level filter and set it to Summary Only.

- Add the Name filter and select All Customer:Jobs.

- Remove the Date filter.

The resulting report will show all posting transactions for every customer. If you also want to include Estimates, then on the Filters tab Add the Posting Status filter and set it to Either.

Once the report runs, send it to Excel and then process it from there to get the oldest transaction for each customer, which for you may be a reasonable stand-in for when the customer was added.

------------------------------------------------------------------------

Another way to do it, which is easier, is to use our BRC List Reporter   It pulls records directly from QuickBooks and creates reports in Excel from the records.  Using it you can select various data fields from your customer records (name, address, phone, and so on) and also the calculated fields First Sale Date and Last Sale Date. Then, for your purposes, you can sort the resulting report by First Sale Date to see your recently added customers.

There's also a Creation Order field available, and you can sort the customers that was as well:

For example, a report the product created from a QB Sample company: