I use Invoices in Quickbooks Pro 2006 and need help with doing a report. I
have set up a report to show my customers name, date of purchases and amount
of purchases. I am trying to set it up so that after 12 purchases, the
customer will receive a free bonus. Is there any way of doing a report so
that I do not have to scroll from A to Z to find customers who had 12
purchases?
Any suggestions would be appreciated.
I use Invoices in Quickbooks Pro 2006 and need help with doing a report. I have set up a report to show my customers name, date of purchases and amount of purchases. I am trying to set it up so that after 12 purchases, the customer will receive a free bonus. Is there any way of doing a report so that I do not have to scroll from A to Z to find customers who had 12 purchases? Any suggestions would be appreciated.
I don't know of one (there may be), but I'd make the CUSTOMER keep up with
their eligibility for a prize.
Here's the weakness in your plan: Assume there's no such report and you DO
have to manually scan some register. What will you do when you have 10,000
sales per month?
"Terri" <philharlan@adelphia.net> wrote in message
news:C82dnaad4dO5C7jYnZ2dnUVZ_qydnZ2d@adelphia.com ...
Quote:
I use Invoices in Quickbooks Pro 2006 and need help with doing a report. Ihave set up a report to show my customers name, date of purchases andamount of purchases. I am trying to set it up so that after 12 purchases,the customer will receive a free bonus. Is there any way of doing a reportso that I do not have to scroll from A to Z to find customers who had 12purchases? Any suggestions would be appreciated.
It is quite possible that the combination of an QB ODBC driver, Crystal
reports and someone that knows what they are doing can produce such a
report.
"Terri" <philharlan@adelphia.net> wrote in message
news:C82dnaad4dO5C7jYnZ2dnUVZ_qydnZ2d@adelphia.com ...
Quote:
I use Invoices in Quickbooks Pro 2006 and need help with doing a report. Ihave set up a report to show my customers name, date of purchases andamount of purchases. I am trying to set it up so that after 12 purchases,the customer will receive a free bonus. Is there any way of doing a reportso that I do not have to scroll from A to Z to find customers who had 12purchases? Any suggestions would be appreciated.
Just had a brain fart. You owe me big time. Create a custom customer field
called Purchase Count. Add this field to your invoice form. Each time you
make a sale manually increment this field. When the number reaches 12,
Bingo. Granted not very sexy but in a pinch do waka do.
I handle the books of a political compaign. In order to make sure campaign
contribution limits do not exceed the limits mandated by law I use a custom
field called Running Total just for this purpose.
I handle the books of a political compaign. In order to make sure campaign contribution limits do not exceed the limits mandated by law I use a custom field called Running Total just for this purpose.
Maybe you can answer a nagging question. When the total for the donor
"Anonymous" reaches the statutory maximum, how do you decline/return the
excess?
"HeyBub" <heybubNOSPAM@gmail.com> wrote in message
news:12ics4lot1knjfc@news.supernews.com...
Quote:
Allan Martin wrote:
Quote:
I handle the books of a political compaign. In order to make sure campaign contribution limits do not exceed the limits mandated by law I use a custom field called Running Total just for this purpose.
Maybe you can answer a nagging question. When the total for the donor "Anonymous" reaches the statutory maximum, how do you decline/return the excess?
>I use Invoices in Quickbooks Pro 2006 and need help with doing a report. I
Quote:
have set up a report to show my customers name, date of purchases andamount of purchases. I am trying to set it up so that after 12 purchases,the customer will receive a free bonus. Is there any way of doing a reportso that I do not have to scroll from A to Z to find customers who had 12purchases?
How about exporting the report to Excel, and then
sorting the report on the "# of purchases" column
in descending order?
"klunk" <sorrrrrry@microsoft.com> wrote in message
news:BGvVg.3606$gM1.2416@fed1read12...
Quote:
I use Invoices in Quickbooks Pro 2006 and need help with doing a report.I have set up a report to show my customers name, date of purchases andamount of purchases. I am trying to set it up so that after 12 purchases,the customer will receive a free bonus. Is there any way of doing areport so that I do not have to scroll from A to Z to find customers whohad 12 purchases? How about exporting the report to Excel, and then sorting the report on the "# of purchases" column in descending order?
Oops -- I think I misread the original post. I don't think there is a
"# of purchases" in the initial report. Still, you could export
it to excel, sort by name (if not already done in QB), then put
the following formula in the first empty column at the first
row of data (which would be E3, and C is column with customer
name, in this example).
=IF(C2=C3, E2+1, 1)
Then quickly copy it to all rows by dragging the lower right
corner of the cell.
This will give you a column with counts for each customer
that would be easy to spot (better than visually counting
each customer anyway...), but still requires you to scroll
A to Z. Some further excel work should be able to pull out
the clients that exceed your threshold but I don't have any
more time to spend on this.
"HeyBub" <heybubNOSPAM@gmail.com> wrote in message news:12ics4lot1knjfc@news.supernews.com...
Quote:
Allan Martin wrote:
Quote:
I handle the books of a political compaign. In order to make sure campaign contribution limits do not exceed the limits mandated by law I use a custom field called Running Total just for this purpose.
Maybe you can answer a nagging question. When the total for the donor "Anonymous" reaches the statutory maximum, how do you decline/return the excess?
Issue a refund check.
Cool! Assuming the check's never cashed, the campaign keeps the money.
Proving, once again, that money will flow to politicians irrespective of the
legal hurdles.
"Heybub" <HeybubNOSPAM@gmail.com> wrote in message
news:12io02o4fm2lu60@news.supernews.com...
Quote:
Allan Martin wrote:
Quote:
"HeyBub" <heybubNOSPAM@gmail.com> wrote in message news:12ics4lot1knjfc@news.supernews.com...
Quote:
Allan Martin wrote:>> I handle the books of a political compaign. In order to make sure> campaign contribution limits do not exceed the limits mandated by> law I use a custom field called Running Total just for this purpose. Maybe you can answer a nagging question. When the total for the donor "Anonymous" reaches the statutory maximum, how do you decline/return the excess?
Issue a refund check.
Cool! Assuming the check's never cashed, the campaign keeps the money. Proving, once again, that money will flow to politicians irrespective of the legal hurdles.
OH! I thought you were talking about an actual person called Anonymous. No
contribution can be excepted without the persons name, address, occupation,
employer and employer's address. Any who the campaign I am treasurer for is
not the type that gets "anonymous", contributions.
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