How do I get a list of my customers sorted by price level?

Michael StandenMichael Standen Member Posts: 50
edited February 2017 in Accounts Hosted
I am an Accounts Hosted Customer. I want to get a list of my customers, sorted by price level. How?

Comments

  • John GJohn G Reckon Staff Posts: 2,283 ✭✭
    edited February 2017
    Hi Michael,

    Welcome to the Reckon Community.

    The sort of report you wish is not available in Accounts Business.  

    There is a workaround to create such a report that involves exporting the Customer List, manipulating the export file in Excel to place Price Level information into a Custom Field, and re-importing back to Accounts Business so that you can include the Custom Field in your Customer Report.    

    Full details of the process are at:  http://www.quicken.com.au/kb/issue_view.asp?ID=4023.


    Hope this produces the result you are after.  

    regards,
    John

  • Michael StandenMichael Standen Member Posts: 50
    edited February 2014
    :(

  • InigoInigo Member Posts: 331
    edited April 2015

    Renee,

    Here is a link that actually works.

    http://kb.reckon.com.au//issue_view.asp?ID=4023

    -IM

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