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June 25, 2024
Question

Invoice filters

  • June 25, 2024
  • 1 reply
  • 0 views

Is there a way to set an invoice filter for a specific year if you only have the phone app? 

1 reply

June 25, 2024

Hi StacyBee,

 

It's a pleasure to see you in Community.  Welcome!  The QuickBooks Online app is a dynamic way to complete your goals while on-the-go.  I'd be glad to assist!

 

Here are the steps to filter invoices for a specific date range:

1. Open the QBO mobile app on your device.
2. Navigate to the “Sales” section.
3. Click the filter menu to open it.
4. Enter the beginning and end dates under “From” and “To” to set your desired date range.
5. Select “Apply” to filter the list and view invoices within that specific year.

 

By doing this, you'll narrow any given list of invoices down so that only ones with an invoice date falling in your entered date range will display. 

 

Please touch base with me here should you have any additional questions or concerns, the Community will always have your back.