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david394
January 31, 2024
Question

I want to run a report for invoices created within a certain date range that includes customer email addresses. Any ideas?

  • January 31, 2024
  • 3 replies
  • 0 views
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3 replies

CharleneMaeF
January 31, 2024

It's great to hear that you're looking for a specific report in QuickBooks Online (QBO), david. I'm confident that I can help you with that.

 

We can run the Open Invoices report. Then, modify it to add the Email columns. I'll show you how:

 

  1. Go to Report.
  2. Type in Open Invoices in the Search field.

  3. Click Customise.
  4. Under Report period, add the correct dates.
  5. Select Change colums under Rows/Columns.
  6. Place a checkmark beside Email.

  7. Add or remove the other columns.
  8. Once done, click Run report.

 

In addition, you can also pull up the Customer Balance Detail report. It contains all the sales transactions and the customer email addresses. For visual reference, I've added a screenshot below.

 

Lastly, I've added an article that'll help you learn specific ways to personalise your reports to get awesome insights: Common custom reports in QuickBooks Online.

 

Please keep me posted if you're looking for other specific reports that'll give snapshots of your business. I'd be glad to walk you through the steps.

david394Author
February 6, 2024

Hi, this seems to show only open invoices. I simply want to see all invoices created within a date range regardless of status alongside a customer email address. I have tried your suggestion and using Invoice List report. But the Invoice List report will not allow the addition of the email column.

Ashleigh1
February 6, 2024

Hello David394, you could have a look at the report called customer balance detail report and click on the little cog wheel>show more and tick the one that says email and then if you click on customise> can select all the information you wish to see> run report this will then only bring up the information you requested on the report. 

 

You can also try having a look at the report called Open Invoices and use the filter to change to A/R paid > All so it shows open and paid invoices since that report allows emails to be added. You can do this within the little cog wheel and the customise section of the report.

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