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February 2, 2022
Question

What is the best report to show total sales?

  • February 2, 2022
  • 1 reply
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What is the best report to show paid and unpaid invoices

1 reply

February 2, 2022

I can help you with your sales report, @jwilliams3.

 

You can use the Sales by Customer Detail report and filter to view paid and unpaid invoices. Let me guide you how.

 

  1. Go to Reports.
  2. Enter Sales by Customer Detail.
  3. Select Customize at the top.
  4. From the Rows/Columns drop-down, mark the A/R Paid box.
  5. Scroll towards the Filter drop-down. Then, mark Transaction Type box and choose Invoice.
  6. Put a check mark next to A/R Paid box and pick the invoice status you want to view.
  7. Click Run report.

 

 

 

 

This will filter your reports view to show paid and unpaid invoices. See this article for more information about reports: Customize reports in QuickBooks Online.

 

Also, here's a link that covers all the tasks you can do when using the reports feature: Create and manage reports.

 

Leave a comment anytime below if you have other questions or concerns with reports. I'll be around to help. Take care and have a good one @jwilliams3.