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June 12, 2020
Question

Hi I need to get an copy of my invoice from Aug 2019. But not available on the admin settings? Any idea?

  • June 12, 2020
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1 reply

June 12, 2020

I'll make sure you're able to get a copy of your invoice, leanne11. This way, you'll be able to manage and keep your sales transactions accurate.

 

Possibly, the invoice was deleted since you're unable to locate it using the admin settings. To track it from August 2019, I'd recommend opening the audit log. It records all the activities made in your QuickBooks Online (QBO) account. Here's how:

  1. Go to the Gear icon.
  2. Select Audit Log.
  3. Click Filter.
  4. Set the date (e.g. from 01/08/2019 to present).
  5. In the Events section, click the box beside Transactions.
  6. Click Apply.

 

Once done, locate the invoice by identifying the name of the customer, its creation date, and the amount. Then, select the View hyperlink under the History column to view its details. Using that information, you can re-enter the invoice in QBO.

 

Additionally, there are a variety of reports that'll provide the details about your invoices. If you wish to view the list of payments you’ve received and the invoices that go with them, you can pull up the Invoices and Received Payments report from the Reports menu.

 

Please let me know if you have other concerns. I'm just around to help.