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April 20, 2022
Question

Can i get a report that shows all the invoices raised

  • April 20, 2022
  • 1 reply
  • 0 views
I am trying to reconcile my sales per Tb to my vat returns. Is there a sales report that lists all invoices and credit notes raised?

1 reply

Rubielyn_J
April 20, 2022

I'd be glad to help get a report showing the lists of invoices and credit notes raised, @jaysgov-gmail-co.

 

We can pull up a Transaction list by Customer and add some filter to show the data you want. Let me show you how:

 

  1. In your QBO account, proceed to the Reports menu.
  2. Search and choose Transaction List by Customer report.
  3. Click the Customize button.
  4. In the Report period section, select the date.
  5. Under Rows/Columns, tick the box to the data you want to show.
  6. In the Filter section, put a checkmark next to Transaction Type and choose Invoices.
  7. Lastly, click Run report.

 

For additional info on how to personalise your statement, feel free to check out this article: Customise reports.

 

I'm also sharing this link you can utilize for future task in reconciling your accounts. This way, they always match your bank and credit card statements.

 

Fill me in if you have other questions about managing reports in QuickBooks. I'll be happy to help always. Have a pleasant day!