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January 31, 2022
Question

I have too many invoice templates that were created over the years. Is there a way to run a report that tells me the last time each type was used?

  • January 31, 2022
  • 1 reply
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I hope my question about invoice templates is clear!

1 reply

katherinejoyceO
January 31, 2022

Hello there, @568SKH.

 

Thanks for asking the Community today. Currently, you can only run some invoices-related reports in QBO, then use filters to review all invoices used.

 

To do this, simply go to the Accounting menu, then select Reports. You may select either of these reports: 

 

  • Invoice List report shows all your invoices, ordered by date.
  • Open Invoices reports give details of all the unpaid invoices and statement charges, with totals for each customer.
  • Invoices and Received Payments report highlights all the payments you’ve received and the invoices that go with them.

 

For Further insights, check out this link to learn more about using the filters in the report: Common custom reports in QuickBooks Online.

 

Feel free to click the Reply button if you need more QuickBooks help.