Generating report that includes the date customer accounts were set up

Feb 09, 2006 2 Replies

We need to generate a report that tells us when a customer account was first set up (to tell when we aquired a new customer) We have data going back 4 years. We have not found a report to do this yet. Does QB store the date an account was created?



Dave


The program can store the start date in a custom field and generate reports sorting on the field. Dates should be entered in a form to facilitate sorting.

QB stores the date created and last mod date for lists names. There me be some free tools on the Intuit website at

formatting link
1 that can display customer names, dates created etc.

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