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August 7, 2024
Question

How do I find last year's invoices?

  • August 7, 2024
  • 1 reply
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1 reply

August 7, 2024

Welcome, @wekter! I'm glad to see you here. Let me guide you on how to find your invoices from last year.

 

There are two ways to achieve your goal. You can find last year's invoices through the Sales menu or run the Invoice List report.

 

To find last year's invoices in the Sales menu, you can follow these steps:

 

  1. Go to the Sales menu, then the All Sales tab.
  2. On the Type dropdown, choose Invoices.
  3. Change the date period for the transaction by clicking on the Date dropdown.


The system will now display all invoices for the selected date range. You can print or save it as a PDF if necessary.

 

If you want to generate a report that has a comprehensive overview of all last year's invoices. Here are the steps to achieve it:

 

  1. Head to the Reports menu on the left-hand side of the screen.
  2. Type in Invoice List in the search bar, then click it.
  3. Hover to the Report Period section and set it to Last Year.
     


Moreover, you can customize the reports you generated and memorize them. This feature saves you time from doing the customization process again.

 

By following these steps, you can locate and manage last year's invoices in QuickBooks Online, helping you keep your financial records up to-date and organized.