How QuickBooks can improve the customer detail report?

QuickBooks is surely one of the most popular and trusted accounting solutions since it offers all the accounting features that are needed by a small or medium-sized business owner or an accounting professional.

In the modern era, QB has come up as the most powerful accounting solution since it can be easily used in the cloud as well. There are many features of QuickBooks that help users make their day to day accounting operations without any hassle and since this robust accounting software is very easy to use, we are always witness a proliferation in the use of this popular accounting solution
.
Even the company behind the accounting software; Intuit, is always passionate about equipping its accounting software with the best accounting features and this is the main reasons why they always step up to the plate and make new introductions and improvements to the existing version of QB and this is one of the main reasons why QB is always on the top of the accounting software leader board.
​
And one such similar feature of this robust accounting software that makes it much better than others is its customer detail report and that’s what we are going to cover in this blog post.

Customer report

You should know that you always need to have complete details about your customers and this is one of the main reasons why most of the people always look for advanced accounting software in order to know the details of their customers in terms of accounts. Well, QuickBooks can surely help you in having complete details of the customers. You should know that reports are one of the most important parts of this robust accounting software and the ability to customize reports allows you to go through the details of your customer without any hassle.

For example, if you are trying to get the list of all your customers and see when they had any transaction with your company then you can easily do so with the help of QuickBooks accounting software. This will allow you to know which customers are slowly decreasing the transaction with your business, and by identifying those reasons, you can easily retain back those customers.

Another example that we can consider here is if you are trying to run a report that shows you all the list of customers that have no payment applied to their accounts and no new orders written in the last 3 months then you can also get this report with the help of QuickBooks accounting software.

All these things can be done by using the filter of customers that come in the report section of the accounting software. There are at least three custom fields provided in the report section and there are some reports in the accounting software that gives you the option to match the exact criteria for these fields. For example, if a user is going to use the custom field with the name’ Photographer’ in order to know which group member has done this work, then the user can filter the Sales by Customer Detail Report in order to see the transaction where ‘Leah’ was entered.

How to get the Activity by Customer Report?

​If you are looking to get the activity by Customer Report then follow the below-mentioned steps:-

• Go to the Reports
• Select the magnifying glass and then put Transaction list by the Customer.
• If you are looking forward to filtering into only one customer then you can easily click Customize.·
  
• In the Report Period, choose the year that you want to appear in your report.
• Choose Filter and then choose Customer.
• Then pick the customer that you want to filter.
• Finally, click on the run report.

How to check Customers with no activity?

In order to know which customers had no activity with your business, you will need to follow the below-mentioned steps:-

• Select Reports located at the top of the menu bar.
• Below Customer and Receivable, choose Customer Balance Summary.
• Set the drag range at the top.
• Choose the Customize Report button located at the top.
• Below the Display tab, choose Advanced.
• Below the Display rows and Display columns, select All.
• Now, finally, click on Ok, two times.

​
These are just a glimpse of QuickBooks can help you with customer detail reports as there are many possibilities that allow you to view your customer report in a detailed manner. So make the most of your accounting software by checking its advanced feature and instead of using it by installing it on the desktop, shift it to the cloud.