QuickBooks Tip – Create a report of customers with no sales & add it to icon bar
QuickBooks FAQ: Is there a way to customize a standard report within QuickBooks to show clients (or customers) that have not purchased products/services within a certain time frame? Yes, you can create a custom summary QuickBooks report to show customers with no sales. Plus you can memorize the report to use in the future and even create an icon for it on the icon bar.
1. In QuickBooks, go to Reports > Sales > Sales by Customer Summary
2. Click on Modify Report and change the dates to the period desired
3. Change Sort by to Total
4. Click the Advanced button and select Display Rows — All (to include zeroes)
5. On the Filters tab, select Account and filter for All Ordinary Income Accounts
After you click OK, you will see a report similar to this (I collapsed the report to show only the customers and not the jobs):
You could export the report to Excel for further filtering or modification (if you wanted to delete those customers with sales during the year).
Next, you can add the report to the icon bar. Click on View > Add “Sales by Customer Summary” to icon bar. You can change the name under the icon if desired.
Disclaimer: This report may or may not provide you with accurate information depending on how QuickBooks has been set up and whether transactions are being entered correctly using the usual forms and work flow (i.e. if sales are being entered as deposits instead of invoices or sales receipts or items are set up incorrectly, etc. then this report may not provide accurate information.) As usual with QuickBooks, there is more than one method available — an alternative report would be to create a Custom Summary Report to show Total by Customer, display all rows to include zeroes and filter by account for all Ordinary Income accounts. Thanks to Laura Dion of Cents-able Bookkeeping, LLC for her comments.