QuickBooks Inactive Customer Report – Ask Accountings

The Inactive Customer Report in QuickBooks is a report that lists all of the customers in your QuickBooks file who have not had any activity (sales or payments) in a specified time period. This report can be useful for identifying customers who may no longer be doing business with you, so you can remove them from your customer list or reach out to them to see if they are still interested in doing business with you. If your customer list has become messed up and you want to eliminate all inactive clients, the QuickBooks Inactive Customer Report will come in handy. This simple report will enable you to develop a strategy to re-engage these customers. 

To generate the Inactive Customer Report, you will need to go to the Reports menu in QuickBooks and select the “Customers & Receivables” category. From there, you can choose the “Inactive Customers” report. You will be prompted to select a date range for the report, which will determine the time period for which you want to see inactive customers.

The report will show the following information for each inactive customer:

• Customer name
• Phone number
• Email address
• Address
• Last transaction date
• Days since the last transaction
• Balance

You can also customize the report by adding or removing columns, applying filters, or sorting the data in a particular way. Once the report is generated, you can print it or export it to a spreadsheet for further analysis.

Please note that this report only shows the inactive customers till the date knowledge cut off which is 2021 and the steps may vary depending on the version of QuickBooks you are using.

How to Create QuickBooks Inactive Customer Report

To create the Inactive Customer Report in QuickBooks, you can follow these steps:

1. Open QuickBooks and go to the Reports menu.
2. Select the “Customers & Receivables” category.
3. From the list of reports, choose “Inactive Customers”.
4. You will be prompted to select a date range for the report. Choose the date range for which you want to see inactive customers.
5. Click on the “Customize Report” option at the top of the report window.
6. In the “Display” tab, you can choose to include or exclude certain columns from the report, such as customer name, phone number, email address, and last transaction date.
7. In the “Filters” tab, you can choose to filter the report by certain criteria, such as balance or last transaction date.
8. In the “Sorting” tab, you can choose to sort the report by certain columns, such as customer name or last transaction date.
9. Once you have customized the report to your liking, click on the “Run” button to generate the report.
10. You can also save the report or export it as an excel sheet.

Please note that the steps may vary depending on the version of QuickBooks you are using. If you have any difficulty in creating the report, you can refer to QuickBooks help documentation or contact their support team.

what is the role of Inactive Customer Report in Quickbooks?

The Inactive Customer Report in QuickBooks plays an important role in helping businesses manage their customer relationships and maintain an accurate customer list. The report provides a list of all customers who have not had any activity (sales or payments) within a specified time period, allowing businesses to identify customers who may no longer be doing business with them. QuickBooks accounting software is your best option if you’re looking for accounting software to use.

Here are a few ways in which the Inactive Customer Report can be used in QuickBooks:

1. Cleaning up the customer list: The report can be used to identify customers who have not had any activity in a while and remove them from the customer list. This can help keep the customer list up-to-date and accurate.
2. Identifying potential lost business: The report can be used to identify customers who have not had any activity in a while and reach out to them to see if they are still interested in doing business with the company.
3. Identifying trends: The report can be used to identify patterns in customer behavior over time, such as a decline in customer activity during a particular time period. This information can be used to make strategic business decisions.
4. Monitor credit balance: The report also shows the credit balance of the inactive customer. This can be used to monitor the credit balance of inactive customers and reach out to them to clear the balance.
5. Analyzing customer data: The report can be used to analyze customer data such as customer contact information, last transaction date, and balance. Please note that the report only shows the inactive customers till the date of knowledge cut off which is 2021.

Overall, the Inactive Customer Report in QuickBooks is an important tool for businesses to use to manage customer relationships and maintain an accurate customer list. Learn More

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