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August 23, 2021
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How can I view a sales receipt that is older than 1 year on Quickbooks Online.. I need to see my history of invoicing a customer.

  • August 23, 2021
  • 1 reply
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Original commenter did not share additional details
Best answer by JenoP

Good day, jullucier.

 

I'd be glad to share steps on how you can look for sales receipts that are a year older. Here's how:

 

  1. Go to the Sales menu and proceed to the All Sales tab.
  2. Click the drop-down list for Filter.
  3. Select Sales Receipts under Type, change the date to Last Year or enter the dates in the From and To dates in the Date field.
  4. Choose the name of the customer in the drop-down list for Customer
  5. Click Apply.

 

Aside from that, you can also run a Transaction List by Customer report. This will give you not only sales receipts, but also all types of transactions made for the customer that are arranged chronologically. Here's how:

 

  1. Go to the Reports menu and look for Transaction List by Customer in the Search bar.
  2. Select a date in the Report period.
  3. Click Run report

 

Let me also share these articles for additional guidance when running reports in QBO:

 

 

Please don't hesitate to reach out to us again if you have other questions. I'd be glad to jump right back to help you again. 

1 reply

JenoP
JenoPAnswer
August 23, 2021

Good day, jullucier.

 

I'd be glad to share steps on how you can look for sales receipts that are a year older. Here's how:

 

  1. Go to the Sales menu and proceed to the All Sales tab.
  2. Click the drop-down list for Filter.
  3. Select Sales Receipts under Type, change the date to Last Year or enter the dates in the From and To dates in the Date field.
  4. Choose the name of the customer in the drop-down list for Customer
  5. Click Apply.

 

Aside from that, you can also run a Transaction List by Customer report. This will give you not only sales receipts, but also all types of transactions made for the customer that are arranged chronologically. Here's how:

 

  1. Go to the Reports menu and look for Transaction List by Customer in the Search bar.
  2. Select a date in the Report period.
  3. Click Run report

 

Let me also share these articles for additional guidance when running reports in QBO:

 

 

Please don't hesitate to reach out to us again if you have other questions. I'd be glad to jump right back to help you again. 

JenoP
August 25, 2021
Hi jullucier,
 
Hope you’re doing great. I wanted to see how everything is going about viewing old sales receipts. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.
 
Looking forward to your reply. Have a pleasant day ahead!
jullucierAuthor
August 25, 2021

Thank you for following up. I was able to view them by going the desktop site (I couldn't do from the app) and doing a custom report. Total PITA, but it worked.