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A
arkvalleyinfo
January 10, 2019
Question

How can I create a report for all invoices created in a specific month? Does not matter if they are unpaid, just want the total of all sales made. Thanks

  • January 10, 2019
  • 3 replies
  • 0 views
Original commenter did not share additional details

    3 replies

    M
    Mark_R
    January 10, 2019

    Hi kevin13,

     

    You can easily pull the report you need by customizing your Invoice List. Let me show you how.

     

        1. On the left panel, click Reports.
        2. Search for Invoice List.
        3. Under Report period, click the This Month-to-date drop-down and choose Custom.
        4. Change the date range to the month of your reporting needs.
        5. Click Run report.

     

    Please feel free to check the screenshots below to see exactly what I mean.

    Also, you can refer to this article for your future reference: How to Customize Reports.

     

    Don't hesitate to leave a comment below if you have any other questions. Have a blissful day!

    A
    Alysia69
    May 1, 2021

    I NEED THE REPORT IN THE ONLINE VERSION TO SHOW OPEN INVOICES DURING A PARTICULAR MONTH AND I ALSO NEED THE SAME REPORT TO BE GROUPED BY CLIENT. 

     

    I HAVE MANY CLIENTS THAT ALSO HAVE DIFFERENT INVOICES FOR VARIOUS PO'S.  WE BILL MONTHLY AND I LIKE TO SEE ALL CLIENTS WITH OPEN INVOICES FOR A END OF MONTH INVOICE DATE GROUPED TOGETHER.

     

    HELP?????

      

    JenoP
    JenoP
    May 1, 2021

    Hi there, Alysia69.

     

    You can open the Open Invoices report in QuickBooks Online. This will give you a list of all invoices that are grouped together per client. Here's how:

     

    1. Go to the Reports menu and type in the name of the report in the Search bar. You can also see it under the Who owes you section if you scroll-down a little bit in the list of reports.
    2. Change the date of the report in the Report period section to the desired month. 
    3. Use Custom if you want to use a specific date.
    4. Click Run report. 

     

    Let me also share these articles for more reference and additional guidance:

     

     

    The Community is always here if you need anything else. 

    J
    JCWatson
    January 26, 2021

    Are these instructions for Desktop or online version? I have desktop and I don't have the option to click on report on left side

    M
    mv32
    January 26, 2021

    Yes, you're correct that the steps are for QuickBooks Online, @JCWatson.

     

    I can help you with running a report in QuickBooks Desktop to see all the invoices created in a specific month. You can pull up the Transaction List by Customer report and filter it to show invoices only.

     

    Let me show you how:

    1. Go to the Reports menu and then select Customers & Receivables, then Transaction List by Customers.
    2. Choose Customize Report.
    3. Go to the Filters tab.
    4. Type in the Search Filters box transaction and then select TransactionType.
    5. Then choose Invoice from the Transaction Type drop-down list.
    6. Then click OK to run this report.
    7. Then set the Dates to a specific month and then click Refresh.


     

    That will sort the report to all invoices for that month. I'll be adding this reference for more insights on how to filter statements: Customize reports in QuickBooks Desktop.

     

    Also, you can click the Memorize button on the report window. It saves this customization, and you can run it in the Reports menu under Memorize Reports.

     

    If you have other questions besides running reports in QuickBooks Desktop, feel free to place them here. I'm always around to help. Stay safe and well, JCWatson!

      S
      steve295
      February 17, 2021

      How can I remove the customer name as a sorting filter?  I would like to just a have an ascending list of invoices without the customers as sub headings.

      2
      2543
      May 2, 2024

      Hello! How would I be able to find this but including the total? 

      J
      JamesAndrewM
      May 2, 2024

      Hello there! I understand you want to pull up the Open Invoices Report in QuickBooks. Don't worry! I'm here to guide you through it step by step.

       

      If you are in QuickBooks Online, go to the Reports in the left menu and type in Open Invoices Report in the Search bar. Open the report and customize it according to your preferred date. See the attachment below for better reference.

       

      On the other hand, with QuickBooks Desktop, you can pull up the same report through the top menu. Follow these steps:

       

      1. Go to the Reports menu at the top. 
      2. Select Reports Center, search, and pick Open Invoices Report.
      3. Filter the report to your specifics.
      4. Select OK.
      5. Customize your date in the top left corner of the report.

       

       

       

      I'm adding these articles you can use in the future:

       

       

      There you have it! You've successfully pulled up the Open Invoices Report in QuickBooks. I'm glad I could help you with that. If you have any more questions or concerns, feel free to reach out to me anytime. Have a great day!

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