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March 8, 2024
Question

Why can I only go back so far in my invoices. I need to find something from 3 yrs ago. How do I find all my old invoices?

  • March 8, 2024
  • 1 reply
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1 reply

March 8, 2024

I can help you find old invoices, bynack23. Thus, you can review past transactions quickly.

 

QuickBooks Online (QBO) recently updated options and filter buttons for up to 2 years backward, limiting your ability to search older invoices. However, we can run the Transaction List by Customer report. Then, customize the date to show your old transactions.

 

Here's how:

 

  1. Go to the Reports menu.
  2. In the search bar, type Transaction List by Customer.
  3. Click the Report period drop-down arrow, then choose All Dates or Custom.
  4. Enter the date of the transactions you want to run.
  5. Hit the Customize button.
  6. Select the Filter drop-down arrow.
  7. Put a checkmark beside Transaction Type, then choose Invoice from the drop-down arrow.
  8. Filter the necessary fields and hit Run report

 

For more details about personalizing, check out this link: Customize reports in QuickBooks Online.

 

I've also added some articles about sending invoice links over SMS or Messenger and memorizing different reports in your account. 

 

 

Our doors are always open to help you again if you have any other concerns or follow-up questions accessing old entries. Take care.