I am trying to create a custom report in QB Pro 2003 but am having some dificulty. I'm not sure that it can be done, but if so, I am hoping someone here can help.
I want to create a list of my customers that I want to send and end of the year letter to. I have a custom field for my customer list for 'Year End' in which I enter 'y' if they should recieve this letter. I can accomplish this by modifying the 'Customer Contact List' report to also filter for the 'Year End' field. However, I also want to filter out any customers that have not done business with us this year. Is there a way to filter for this? I am at my wits end.
Elaine Burkham 24 October 2005 20:59:46 [ permanent link ]
Just a guess as I use QB Pro 2002 but can you make the customers that you do not use anymore inactive? and then proceed.
"James Stewart" <jimmystew95@hotmail.com> wrote in message news:SR77f.20434$Qu4.15280@fe07.news.easynews.com...> I am trying to create a custom report in QB Pro 2003 but am having some> dificulty. I'm not sure that it can be done, but if so, I am hoping> someone here can help.>
I want to create a list of my customers that I want to send and end of> the year letter to. I have a custom field for my customer list for> 'Year End' in which I enter 'y' if they should recieve this letter. I> can accomplish this by modifying the 'Customer Contact List' report to> also filter for the 'Year End' field. However, I also want to filter> out any customers that have not done business with us this year. Is> there a way to filter for this? I am at my wits end.>
Filtering custom fields in QuickBooks has always been tricky if I remember correctly. The easiest would be to create the report with the information and send it to Excel, sort by the column with the 'y' in it and extract that data only to another sheet.
As far as your second report, I'm not aware of any report in QuickBooks that will show you that information. You could run a Income by Customer Summary for 4-5 years, and show columns by years, Again if you send that report to Excel, a lot easier to sort the column you need to see.
Gary
"James Stewart" <jimmystew95@hotmail.com> wrote in message news:SR77f.20434$Qu4.15280@fe07.news.easynews.com...> I am trying to create a custom report in QB Pro 2003 but am having some> dificulty. I'm not sure that it can be done, but if so, I am hoping> someone here can help.>
I want to create a list of my customers that I want to send and end of> the year letter to. I have a custom field for my customer list for> 'Year End' in which I enter 'y' if they should recieve this letter. I> can accomplish this by modifying the 'Customer Contact List' report to> also filter for the 'Year End' field. However, I also want to filter> out any customers that have not done business with us this year. Is> there a way to filter for this? I am at my wits end.>
James Stewart 25 October 2005 03:49:19 [ permanent link ]
"Elaine Burkham" <gpnkn@adelphia.net> wrote in message news:Q5ydncmNhd2XvMDenZ2dnUVZ_sqdnZ2d@adelphia.com...> Just a guess as I use QB Pro 2002 but can you make the customers that you > do> not use anymore inactive? and then proceed.> The customers aren't really inactive though, they just haven't done business with us this year, but they very well may next year.
James Stewart 25 October 2005 03:50:55 [ permanent link ]
"Gary E" <scarecrow_n_ozNOSPAM@yahoo.com> wrote in message news:H1c7f.13195$xk2.9453@fe06.lga...> Filtering custom fields in QuickBooks has always been tricky if I remember> correctly. The easiest would be to create the report with the information> and send it to Excel, sort by the column with the 'y' in it and extract > that> data only to another sheet.>
As far as your second report, I'm not aware of any report in QuickBooks > that> will show you that information. You could run a Income by Customer Summary> for 4-5 years, and show columns by years, Again if you send that report to> Excel, a lot easier to sort the column you need to see.>
That's a thought, I'll give that a try and see what happens - and by the way, there is a lot in QuickBooks that is tricky!!
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