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June 29, 2024
Question

Can only get last 30 days invoice now. Need longer as it was before. Lease help

  • June 29, 2024
  • 1 reply
  • 0 views

Hi

i hope you can assist.  
I can only see last 30 days invoices when I access a customer now

This has changed from previously when I could see them all. 
I want to see them all again.   What should I do ? 
thanks

1 reply

June 29, 2024

Let me help you see all the invoices on your customer's page in QuickBooks Online (QBO), @aaelectricalserv.

 

You can customize the filters on your customer's page such as the Type, Status, and Date to display all invoices.

 

Here's how:

 

  1. Sign in to your QuickBooks Online account.
  2. Hover your mouse to Sales, then click on Customers.
  3. From there, select the specific customer you want to view the invoices.
  4. In the Type column choose the Invoices, then the Status and the Date column, select All.

 

Nevertheless, you can visit this article for future reference on how to unleash your creativity to personalize your invoices and keep track of invoice payments in QuickBooks Online:

 

 

Fill me in if you have other concerns or follow-up questions about managing your invoices in QBO. I'll be around to provide further assistance.