Customers with No Transactions for 10 Years

Having a report that automatically tracks transactions accrued by customers is a great idea, Allison. However, QuickBooks Desktop (QBDT) doesn’t include a built-in feature to list customers without transactions over a specific period. As a workaround, you can use the Customer List Report to view all customers and the Transaction List by Customer Report to review their activity within a specific time frame.

Here's how you can get the reports:

1. Go to the Reports menu and select Customer & Receivables. 
2. Choose Customer Contact List or Transaction List by Customer.
   
3. Customize the report period of your Transaction List by Customer to ten years and manually review the transactions for each customer.

Next, we can manually identify the customers with few or no transactions during this period by exporting them into an Excel file and using its tools to count the transactions.

Feel free to reply to this post if you need further assistance with managing the customer list. The Community is available 24/7 to help.

QuickBooks won't do it, but you can use our BRC List Reporter  to create a customer report with the last sale date, and then sort the list by that date. You can try it free in trial mode by downloading and installing it from the link above.