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hotdogmaster
May 16, 2024
Question

Report of money owed to us within the next 30 and 60 days

  • May 16, 2024
  • 1 reply
  • 0 views

I found a couple other reports that don't quite give me what I'm looking for. I want to see total of all invoices that are owed to us within 30 days. For example, within the next 30 days, we are expected to receive X dollars from customers.

 

For example, customers owe us money and the invoice due date is within the next 30 days, how do I get that total? I would also like to see how much is owed to us within the next 60 days, etc. 

1 reply

M
MelroseV
May 16, 2024

It's my pleasure to help you find the right report, hotdogmaster.

 

We can run an Open Invoices report to see all your invoices, along with the total amount owed within 30 days or more. Ensure to apply the as-of-date and filter the terms.

 

Here's how:

 

  1. Go to Reports.
  2. Enter Open Invoices in the Find report by name.
  3. Click Switch to classic view.
  4. Filter the date under the Report period.
  5. Select Run report.

 

Additionally, if you want to export the report and other data from QuickBooks, you can visit this helpful guide for future reference: Export your reports to Excel from QuickBooks Online.

 

You can always get back to me here if you have any other questions about your reports. I'll be around to lend a hand. Have a lovely day!

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