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Posted by klunk on October 6, 2006, 1:14 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?
>
>
> 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.
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