Skip to main content
May 25, 2021
Question

I want to go into each customers records and check historical invoices but it only shows the invoices from the last year. How can I change this, please?

  • May 25, 2021
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

Rose-A
May 25, 2021

I know a way on how you can go each customer's record to check their historical invoices, mark257.

 

You can pull and customise the Invoice List report to show all the customer's historical invoices. Here's how:

 

  1. Click Reports in the left panel and search for Invoice List report.
  2. On the report screen, click Customise.
  3. Under Customise report, go to the Filter section and select Customer.
  4. Choose a customer and click Run report.
  5. Custom the Date and hit Run report again.
  6. This will show all the customer's historical invoices.

 

To check each invoice, you can click the date or the transaction itself. You can memorise it to save its current customisation settings. It serves as your record and helps you quickly access it for future use.

 

I'll be around to help you if you have additional questions about QuickBooks. I want to make sure I've got you covered. Have a good one.