Customer report - last invoice date

Good day, @dave huckle. I’m here to help access the reports you need.

In QuickBooks Online, you can run A/R Ageing Detail report or Transaction List by Customer report to see the name of the individual or business you've invoiced that hasn’t been charged yet.

Here are the steps to do it:

1. Go to your Reports menu.
2. Type in "Transaction" in the Search field, and select Transaction List by Customer once displayed.
3. Click Customize.
4. Filter the date (your past 2 years) and other needed info.
5. Select Run report after.
6. You can click the Small gear icon and select the Open balance option.

For the vendors that you still owe, you can generate A/P Ageing Detail or Transaction List by Supplier. Just go back to the Reports page, then locate them under the What you owe and Expenses and suppliers sections.

I’ve attached a reference in case you want to keep the same report settings for future use: Memorise reports in QuickBooks Online. It helps you access the information quickly to save time.

And if you need a guide to make your old customers and suppliers inactive on the program. Simply check out these resources below:

• Add and manage customers in QuickBooks Online
• How to make a supplier inactive

I’ll be here to help if you need further assistance with managing your reports and list. Just add them to your reply below. Keep safe always!