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February 3, 2022
Question

I am looking for a report that will give me a month end customer invoice total and a year end one for last year.

  • February 3, 2022
  • 1 reply
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1 reply

February 3, 2022

Hi rcvdgottler,

 

Thanks for reaching out here.  QuickBooks Online is a dynamic program with everything you need to complete your daily bookkeeping goals.  You can review your customer invoices and totals in just a few steps.  I'll be glad to show you how!

 

Follow these steps to generate a report for customer transactions:

 

1. Open Reports from the left menu

2. In the search field type Transaction list by customer

3. Select Customize in the top right

4. Use the ▼ dropdown menu to select the Report period

5. Click on Filter and choose the Transaction type, Customer name and any other preferences

6. Hit Run report

For more options, click on the small ⚙ in the top right of the report, Show more and check the boxes for the information you'd like to apply.

That's it!  You can choose to email, print or download the report.

 

For future reference, here's a great article to have on hand for customizing reports in QuickBooks Online.

 

Please don't hesitate to reach back out with other questions.  We'd be happy to help!