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firechaser
May 14, 2020
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all invoices report

  • May 14, 2020
  • 7 replies
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I want to run a report that shows me all invoices I created in the last month (or any other time period). 

 

It should include all customers, and it doesn't matter if the invoice has been paid or not.

 

Is there a report that does this?

    Best answer by CharleneMaeF

    We can pull up the Sales by Customer Detail report, Firechaser. This will show your customers and their transactions.

     

    We'll customize it to show the invoices only. Here's how:

    1. Click Reports.
    2. Go to Sales.
    3. Select Sales by Customer Detail.
    4. Click Customize Report, then go to the Filters tab.
    5. Under FILTER, select Transaction Type.
    6. Under Transaction Type, select Invoice. 
    7. Click OK. 
    8. Manually change the dates, then click Refresh. 

     

    You can memorize the report so you won't go over to the same customization process again. Then, you can find the saved report under Memorized Reports. 

     

    You can also get one-on-one help with accounting for your business:
    Check out QuickBooks Live

     

    David999, regarding your question, I recommend exporting the  Sales by Customer Detail report to Excel. Doing so helps add a subtotal and suppress the line item detail from there. 

     

    Here’s how:

     

    1. From the Report menu, go to Sales.
    2. Select Sales by Customer Detail.
    3. Click the Excel button and then choose Create New Worksheet.
    4. In the Send Report to Excel pop-up, click Export.
    5. Modify the data until you’re satisfied with the display.

     

    To learn more details in personalizing reports in QuickBooks Desktop, I suggest checking out this article: Customize Reports.

     

    In case you're working on the same reports on a daily, weekly, monthly, or quarterly basis, you can automate this task. For more details, please see this article: Set up and modify Scheduled Reports.

     

    I'll be glad to help you again if you have more questions about running reports. Just add the details in the comment section.

    7 replies

    D
    David999
    February 6, 2021

    The recommended report includes a row for each detail.  Is there a way to subtotal by invoice number and, if possible, suppress the line item detail?

     

    Thanks in advance,

    David

      C
      CharleneMaeFAnswer
      February 6, 2021

      We can pull up the Sales by Customer Detail report, Firechaser. This will show your customers and their transactions.

       

      We'll customize it to show the invoices only. Here's how:

      1. Click Reports.
      2. Go to Sales.
      3. Select Sales by Customer Detail.
      4. Click Customize Report, then go to the Filters tab.
      5. Under FILTER, select Transaction Type.
      6. Under Transaction Type, select Invoice. 
      7. Click OK. 
      8. Manually change the dates, then click Refresh. 

       

      You can memorize the report so you won't go over to the same customization process again. Then, you can find the saved report under Memorized Reports. 

       

      You can also get one-on-one help with accounting for your business:
      Check out QuickBooks Live

       

      David999, regarding your question, I recommend exporting the  Sales by Customer Detail report to Excel. Doing so helps add a subtotal and suppress the line item detail from there. 

       

      Here’s how:

       

      1. From the Report menu, go to Sales.
      2. Select Sales by Customer Detail.
      3. Click the Excel button and then choose Create New Worksheet.
      4. In the Send Report to Excel pop-up, click Export.
      5. Modify the data until you’re satisfied with the display.

       

      To learn more details in personalizing reports in QuickBooks Desktop, I suggest checking out this article: Customize Reports.

       

      In case you're working on the same reports on a daily, weekly, monthly, or quarterly basis, you can automate this task. For more details, please see this article: Set up and modify Scheduled Reports.

       

      I'll be glad to help you again if you have more questions about running reports. Just add the details in the comment section.

      R
      rubenc53
      July 12, 2024

      Can this report also include when the invoice was created and when it was emailed to the customer? 

      B
      Ballantine
      March 19, 2021

      Hello ... I use the QB Desktop version, and I find it simpler to do this:

       

      • Go to the CUSTOMER CENTER
      • Click on the TRANSACTIONS tab (not the New Transactions menu!) and a selection list will be displayed
      • Click on INVOICES and a list of invoices will be displayed
      • Select the DATE range that includes the specific date range that you want (e.g. Last Fiscal Year for any invoices you want from last year)
      • Click the RUN REPORT button at the bottom of the list of invoices and select VIEW AS A REPORT
      • The INVOICES FOR ALL CUSTOMERS report appears, and you can now CUSTOMIZE the report to suit your specific needs such as adding or removing columns, adjusting the date range, etc.

       

      Note that this generates a list of INVOICES rather than TRANSACTIONS which I find to be an ambiguous term.

       

      I hope this is helpful.

       

       

       

        N
        Nathan-Online
        December 30, 2021

        I agree it is easier to view invoices thorugh customer tab however taxes are included. I can not find an option to remove taxes. The taxes vary on each invoices so there is no formula to back out the tax other than reviewing every invoice.  The report option shows each line item and not an invoice sub total. There must be a way to generate a report showing 1 invoice per line with the invoice total before tax. I've been searching for a while and am getting frustrated! Can anyone help?

        B
        bahadir
        January 30, 2022

        I want to see sum of all invoices of last month or anotker period. What should I do

        C
        Charies_M
        January 30, 2022

        Welcome back to the Community, bahadir.


        I can see how essential for your business to have a report that shows the total for all invoices to date. Let’s run the Open Invoices Report and customize it to show the data you need.


        The report will show all invoices for each customer and the total amount. I’ll help you build the statement.


        Here’s how:

        1. Go to the Reports menu at the top to choose Customers & Receivables and Open Invoices.
        2. Set the correct period in the Dates field.
        3. Click the Customize Report button open the Modify Report screen.
        4. Choose the Display tab and remove the items that you don’t want to show on the report.
        5. Hit the Filters tab and type Transaction Type in the field box to select Invoice.
        6. Press the OK button.
        7. Scroll down to the bottom of the page to see the total amount for invoices.

        For more insights into the process, check out this article. It provides detailed information on how to use the Display, Filter, Header/Footer, Fonts & Numbers tabs: Customize reports in QuickBooks Desktop.


        Additionally, this link outlines the complete instructions about customizing customer, job, and sales reports.


        Please let me know if I can be of further assistance. I’ll be around to lend a helping hand. Wishing your business continued success. 

        N
        Nathan-Online
        January 31, 2022

        This is helpful information but how can we make the report show the invoices in numerical order with a total at the bottom rather than organized by the customer with sub-totals for each customer? Is this feature available? If there were 100 invoices created in the period selected, I'd just like to show from 0-100 in numerical order, one per line, not categorized by customer. I could manipulate in excel to get this but there must be a way to show this list in quickbooks. 

        B
        bahadir
        January 31, 2022

        Actualyy I want to learn how much should I have earne in the last periods . So I want to learn sum of invoices before they have been closed. For example: On December 2021 I had 50 open inoices for January 2022 . Now on February 2022 I see the total invoioices (Account Receivable is '0' ) Because I got the payments and all invoices are closed now. But I want to see on February 2022 , sum of open invoices on Jan 2022. How can I see

        R
        ReymondO
        February 1, 2022

        Hi there, @bahadir.


        Since your open invoices have been closed, you won't be able to them in the Open Invoices report. 

         

        However, you can run the Transaction List by Customer report. This way, you'll be able to see the invoices that were posted in the Accounts Receivable account. This is where the open invoices went through while waiting for the payment. 

         

        Simply filter the report to view this data. Here's how:

         

        1. Go to Reports and select Customers & Receivables. 
        2. Select Transaction List by Customer.
        3. Click Customize Report and go to the Filters section.
        4. In the Account drop-down list, select All accounts receivable. 
        5. Click OK.
        6. Filter the Dates to Custom and enter the date. 


        QuickBooks Desktop allows you to customize any report that you generate. You can filter the data it shows to draw information from your business. To get more details, check out this article: How to Customize Reports in QBDT.

        Let me know how else I can help you with QuickBooks by adding a comment below. I'm more than happy to lend a helping hand. Keep safe!

        R
        Rhino4
        January 27, 2023

        There is no Reports tab any more. What happened to it? I used it all the time, now it's gone.

        Adrian_A
        Adrian_A
        January 27, 2023

        Hi, Rhino.

         

        Let's isolate why the Reports tab disappears on your end.

         

        To start with, close all open windows. Then, go to the File menu. Under Utilities, select Verify Data. If the system prompts you with an error message, you can search for it on our QuickBooks Desktop support site for specific instructions. If you see Your data has lost integrity, you'll have to rebuild the file.

         

        Feel free to pin these references as additional resources in managing reports:

         

         

        I'll be around whenever you have concerns with customizing reports.

        D
        djzap1
        August 17, 2023

        QB is dumb..incredibly stupid how people have to search through the weeds for what should be simple straight forward info..I hate this program...I despise it...it could be so much easier

        L
        LRY
        May 17, 2024

        Another (easier) option is to:

        1.  Go to Edit, click on Find

        2.   Select Transaction Type: Invoice

        3.   Enter the Dates for the period you wish to generate invoices (or leave the date fields blank for ALL invoices that has ever been created)

        4.   Then click Find

         

        If you wish to generate a report of the Results:

        1.  Click on Report (to the right of the results window)

        2.  Or click on Export to get an Excel spreadsheet version

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