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Kate0803
September 13, 2022
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How can I print%2Fsave all invoices for a specific client back to their starting date with us

  • September 13, 2022
  • 1 reply
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I am having an audit and need to print invoices for 1 client back to when they started with us.  Is there a way to print the invoices at one time without having to go into each one?

Best answer by VaTT

I know this is not the answer you are looking for, but how about printing a statement select "Create Statements..." in "Customers" drop down menu. Set Statement Period From range that you want to show information and then select box for "Show invoice items details on statement." You can preview before printing to see if that will work.

1 reply

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VaTTAnswer
September 13, 2022

I know this is not the answer you are looking for, but how about printing a statement select "Create Statements..." in "Customers" drop down menu. Set Statement Period From range that you want to show information and then select box for "Show invoice items details on statement." You can preview before printing to see if that will work.

MichelleBh
MichelleBh
September 13, 2022

Yes, @Kate0803, there is a way to print all invoices for a specific client back to their beginning date. I'd be happy to go over the steps with you so that you can complete your task.

 

You can run and print the Transaction List by Customer report. Thus, you can audit it quickly without having to go through each one. Follow the steps below:

 

  1. Go to the Report menu on the upper right side. 
  2. Select Customers & Receivables and choose Transaction List by Customer.
  3. Click the Customize Report button. 
  4. In the Display section, pick the appropriate Date and Columns. 
  5. Go to the Filters window and type the following in the search box: 
  • Transaction Type - Invoices
  • Name - pick the specific customer
  • Detail Level - select All. 

       6. Customize the other fields that you want to show in the report and hit OK.

       7. Click the Print tab on the upper right side. 

       8. Repeat the steps for your other customers. 

 

For more information, browse this link: Customize reports in QuickBooks Desktop.

 

Printing customer statements is a good workaround, as VaTT mentioned above. For complete steps, visit this article: Create a billing statement in QuickBooks Desktop for Windows.

 

You can bookmark these articles below to learn how how to memorize or combine reports and fix printing issues in QuickBooks: 

 

 

If you have any additional questions on customer transactions or other subjects, I'm always here to help. Just mention me in the comments box, and I'll respond as soon as I can.

V
VaTT
September 13, 2022

That is a statement and not all of the individual invoices that Kate0803 was looking for. They need to print the complete invoice and not a summary/statement and were looking for a way to print ALL of a particular customer's individual invoices without having to open each individual invoice and print it from the open invoice. But, thank you for the instructions on customizing a statement.

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