FateCandylaneT
QuickBooks Team

Account management

It's great having you here, asmock.

 

I'd be delighted to share with you the report you need to track new customers you have each week or month.

 

In QuickBooks Online (QBO), you can run the Customer Contact List report to show the lists of customers with their personal details, information, and when they are created. To guide you through the process, you can follow the steps below.

 

Here's how:

  1. Go to Reports from the left menu bar, and enter Customer Contact List.
  2. Click on the Customize button.
  3. Under the Rows/Columns dropdown, click Change columns.
  4. Find and tick the Create Date checkbox.
  5. Once done, click Run report.

 

Moreover, you can check out this article to help you add specific customizations to your reports: Customize reports in QuickBooks Online.

 

We'd gladly assist you further if you have additional questions when doing other QuickBooks tasks. You can always reply in the comments below. Have a good one!