Quickbooks Question - Recently added customers

[Rob S]

Personally I have never used Quickbooks. In Sage/Act there is an option to add a "date created" column, so I can easily see new customers who have been added in a given time frame.

Is there an option in in QB to easily extract this information as I need it for a Marketing Report.

I don't have access to the system at work and the Accounts Clerk is not being very helpful.

 

[Rolo Tomasi]

I dont think this information is available in QuickBooks unless you have specified it manually using a custom field when the customer was added.

 

[astutiumRob]

I'm sure i've seen a date on creating a new client in QB...

 

[visagephoto]

Best place for advice regarding QickBooks is probably the QuickBooks UK community site. . . http://community.intuit.com/quickbooks/uk

 

[imayne]

Personally I have never used Quickbooks. In Sage/Act there is an option to add a "date created" column, so I can easily see new customers who have been added in a given time frame.

Is there an option in in QB to easily extract this information as I need it for a Marketing Report.

I don't have access to the system at work and the Accounts Clerk is not being very helpful.

When adding a customer in QB, there is an option to add the date. I'll look into it later for you as i use QB