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January 11, 2024
Question

Can I see invoices from previous years in Quickbooks?

  • January 11, 2024
  • 1 reply
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1 reply

January 11, 2024

Welcome to the Community space, ckn.

 

Yes, you can see the invoices from previous years in QuickBooks Online (QBO) in two ways. The first option is through the All Sales tab. 

 

Here's how:

 

  1. In the Sales menu, select All Sales
  2. Click the Filter, then ensure to select items in the following fields: 
  • Type - Invoices
  • Status - Choose if you want to view OpenOverdue, and Paid
  • Date - Select Custom, then enter the date From and To
  • Customer - Select a specific customer. You can also select All.

   3. Click Apply when done. 

 

Also, you can pull up an Invoice list report and customize the date period. You can follow the steps in this article: Run reports.

 

Furthermore, I am adding this helpful article as your reference in customizing your reports in QuickBooks Online: Customise reports in QuickBooks Online.

 

Please don't hesitate to return to this post if you have other concerns and follow-up questions about managing your invoices in QuickBooks Online. I'll be here to lend a hand. Have a good one!