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slagha
December 11, 2018
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Print a report of invoices by invoice number or date made

  • December 11, 2018
  • 1 reply
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On my old Peachtree program I was able to print off a list of invoices and have them sort by either date or invoice number (or basically anything else I wanted to).  How do I go about this in QB?  The closest thing I could find was to "sales by customer summary" - but I dont think there is any order to this at all. 

I know I'm probably missing something simple!


Thanks

Best answer by arkvalleyinfo

You can do this by running a report in Quickbooks for MAC 

Report > Custom transaction detail report

We need this report to show invoices, so click on filters and match the settings as follows

Account: All account receivables

Posting type: Posting

Transaction Type: Invoice

You can customize this report to show invoices which are Open, Closed or either by selecting Paid Status from the list.

After this you can simply click on Num on the header of the list to sort the report in ascending order. Also to customize / select columns click on Options

hope this helps

1 reply

A
arkvalleyinfoAnswer
December 11, 2018

You can do this by running a report in Quickbooks for MAC 

Report > Custom transaction detail report

We need this report to show invoices, so click on filters and match the settings as follows

Account: All account receivables

Posting type: Posting

Transaction Type: Invoice

You can customize this report to show invoices which are Open, Closed or either by selecting Paid Status from the list.

After this you can simply click on Num on the header of the list to sort the report in ascending order. Also to customize / select columns click on Options

hope this helps

    S
    slaghaAuthor
    December 11, 2018
    You are awesome - thanks!!!
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