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June 13, 2021
Question

How do I get access to my last years invoices? (2019)

  • June 13, 2021
  • 1 reply
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1 reply

June 13, 2021

I'll help you access your last 2019's invoices, @

r-stockton23.

 

There are lots of options for you to see this. I'll specifically get you two options so you can compare which one is the best for you. You can either filter the All Sales transaction list and then manually set the date for 2019 (From January 1, 2019, to December 31, 2019) and Type to invoices. Or run the Transaction List by Date report and customize the reporting period to 2019 and filter it to show invoices only.

 

In All Sales, here's how:

  1. Go to the Sales menu and then select All Sales.
  2. Select the Filter button.
  3. Set the following:
    Type: Invoices;
    Status: All statuses;
    Date: From 01/01/2019 To 12/31/219;

    Customer: All.
  4. Hit Apply.

 

Running customized Transaction List by Date:

  1. Select the Search icon from the upper right panel.
  2. Type "transaction list" and then choose Transaction List by Date.
  3. From the Report period, date it from 01/01/2019 to 12/31/2019.
  4. Then hit Run report.
  5. On the upper right of report window, select Customize.
  6. Go to the Filter section and then from the Transaction Type, choose Invoice.
  7. Select Run report.

 

You did great! You can now see invoices from prior years.

 

You can reference this article for more insights in drilling down reports: Customize reports in QuickBooks Online.

 

Also, the report can be saved by memorizing it by selecting the Save customization button. Then see it in the Reports menu under the Custom reports tab.

 

Should you have questions or concerns, feel free to drop a comment. Anytime I can assist you here. Have a great morning!