Report help desperately needed!

Posted by Terri on October 5, 2006, 7:32 pm

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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.

Posted by HeyBub on October 5, 2006, 9:42 pm

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Terri wrote:

> 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?

Posted by Allan Martin on October 6, 2006, 10:13 am

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>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.

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.

Posted by Allan Martin on October 6, 2006, 10:31 am

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>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.

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.

Posted by HeyBub on October 6, 2006, 11:04 am

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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?