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October 20, 2018
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View a list of paid invoices?

  • October 20, 2018
  • 3 replies
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Can I know the way of viewing a list of paid invoices?

TIA

Best answer by JamesDuanT

Thanks for getting back, Ben.

 

The steps earlier are for QuickBooks Online. Here are the steps for QuickBooks Desktop:

 

1. Go to Reports at the top menu, and select Customers & Receivables.

2. Choose Transaction List by Customer.

3. Click the Customize Report button, and go to the Filter tab.

4. Search for Transaction Type, and select Invoice.

5. Search for Paid Status, and select Closed.

6. Click the OK button.

 

Let me know how this goes. Thanks!

3 replies

October 22, 2018

Hello Ben,

 

You can customize the Invoice List report to show the paid invoices only. Let me show you how to do it in QuickBooks Online:

 

1. Click Reports on the left-panel menu, and search Invoice List.

2. Click the Customize button, and set the Report period.

3. Go to the Filter section, and select Paid in the A/R Paid field.

4. Click Run report.

 

Let me know if you need anything else.

BenTamAuthor
October 22, 2018

I am using QuickBooks Desktop Premier 2018. When I click on [Reports], a windows with report groups open. I don't find any [Invoice List] in the groups. There is a [List] group. However, inside the group, I don't find any report for invoice list.

October 22, 2018

Thanks for getting back, Ben.

 

The steps earlier are for QuickBooks Online. Here are the steps for QuickBooks Desktop:

 

1. Go to Reports at the top menu, and select Customers & Receivables.

2. Choose Transaction List by Customer.

3. Click the Customize Report button, and go to the Filter tab.

4. Search for Transaction Type, and select Invoice.

5. Search for Paid Status, and select Closed.

6. Click the OK button.

 

Let me know how this goes. Thanks!

December 9, 2021

We need a report that shows INVOICES PAID AND DATE in Desktop. We need to know when the invoice was paid in order to do commissions. Online has this. Desktop doesn't. PLEASE SEE ABOUT ADDING THIS. This is a problem. This issue is NOT solved.

December 9, 2021

Thank you for responding in this thread, mmitchell92019.

 

I understand important and convenient it is to have this kind of report in QuickBooks Desktop (QBDT).

 

You may submit a feedback or a product suggestion inside QuickBooks. Our product development team will receive it and possibly include it on the next updates.

 

Here's how:

 

  1. Go to Help menu.
  2. Choose Submit Feedback Online.
  3. Select Product Suggestion.

 

In the meantime, we can use the Transaction List by Customer report and customize it to add a column that shows the paid status and the paid date.

 

Like this:

 

  1. Go to Reports menu.
  2. Choose Customers & Receivables, then Transaction List by Customer.
  3. Modify the date.
  4. Click on Customize Report button.
  5. Under Columns section, type and search the keyword for Paid.
  6. Put a check mark for both Paid and Paid Date.
  7. Click on OK.

 

I'm adding this link to learn more about customizing reports in QuickBooks Desktop.

 

You may also visit our QuickBooks Support page for more related articles about reports in QuickBooks Desktop: Reports.

 

Feel free to tag my name and click the Reply button below if you still have other questions about reports in QBDT. Have a nice day!

March 31, 2023

Hi,

 

Is there anyway to view paid invoices per month by sales rep in Quickbooks online?

 

Thanks very much!

 

Mick

 

March 31, 2023

Yes, there's a way to view monthly paid invoices by sales rep in QuickBooks Online (QBO), @Mick11_2. I'll gladly share more on how you can do this below. 

 

If you're using the QBO Plus version, you can track your sales by sales rep using either the Class or Location tracking features. You need to create your Class or Location list and add your salespeople to track their sales individually. Then, you'll have to select the salesperson associated when creating your transactions. 

 

After that, you can pull up sales reports by Class or Location QuickReport and customize them to only display your paid invoices on a specific month. You can learn more about the process by checking out this article: Track sales in QuickBooks Online.

 

If you're using the Advanced version of QBO, you can create a custom report by sales rep. Please see this article for the complete guide: Create custom reports in QuickBooks Online Advanced.

 

Also, QuickBooks gives you a variety of financial reports that tell you about the different aspects of your business. You may want to check out this article for an overview of how to run basic ones and what you can do more with them in QBO: Run reports in QuickBooks Online.

 

Let me know in the comments if you have other concerns about managing invoices by sales rep in QBO. I'm always ready to help. Take care, @Mick11_2.

April 4, 2023

Hi Rea_M

 

Thanks for getting back. We dont have the plus version so is this still possible? If not can we upgrade our system to the plus version and keep all the information?

 

Many thanks

 

Mick