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December 16, 2023
Question

How to view invoices from 2 years ago

  • December 16, 2023
  • 1 reply
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1 reply

December 16, 2023

Hello, John. I'll help you generate the invoices you need from the past two years.

 

QuickBooks Online is a popular accounting software that helps small businesses manage their financial transactions. One of the most important features of QuickBooks Online is the ability to generate various reports that provide insight into your business performance. One such report is the Invoice List report, which lets you view all your old invoices in one place. 
 

To generate an Invoice List report, you can follow these simple steps: 
 

  1. Go to the Reports section from the left menu in QuickBooks Online.
  2. Type Invoice List in the search bar and select the report from the dropdown menu. 
  3. Choose the report period for which you want to view the invoices. 
  4. Customize the report as per your requirements. You can choose to include/exclude specific customers, products or services, and payment methods. 
  5. Click the Run Report button to generate the report.

 

 

 

 

 

 

 

 

Once the report is generated, you can view all your old invoices in a tabular format. The report includes the invoice number, date, customer name, amount, due date, and open balance. You can also export the report to Excel or PDF format for further analysis.  

 


 

 

 

I'm attaching an article on how to use the Memorize Reports feature in QuickBooks Online. This function is beneficial as it allows you to save frequently used report settings to quickly access the information you need without setting up the report manually. It will save you time and streamline your workflow.

 

Don't hesitate to add details below if you have further questions about generating past invoices in QBO. We're always here to help you. Take care and stay safe.