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Rosieb
Feb 7, 2019 6:50 PM UTC
Solved

Open Invoice Report

Hi Everyone.  Newbie here.  How do I set up a report showing open invoices in date order rather than customer order?    I need to produce a report that shows all outstanding invoices for 2018.  

      RosiebAnswer
      Feb 7, 2019 9:03 PM UTC

      Thank you so much AlcaeusF.  

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      10 replies

      AlcaeusF
      AlcaeusF
      Feb 7, 2019 7:30 PM UTC

      Hello and welcome to the Community, Rosieb.

       

      I'd be glad to help run the report you need for open invoices in QuickBooks Online.

       

      Here's how:

       

      1. On the left panel, click Reports.
      2. In the search bar, type in Transaction and select Transaction List by Date.
      3. Click Customise.
      4. Choose a date range.
      5. Go to Filter.
      6. Put check mark beside Transaction Type.
      7. Select Invoice.
      8. Put a check mark beside A/R Paid, and select Unpaid.
      9. Click Run report.

      I'm adding some screenshots below for your visual reference:

       

       

       

      Please be sure to reach out to me if you need additional assistance regarding the report. I'm always here for you.

       

       

        RosiebAuthorAnswer
        Feb 7, 2019 9:03 PM UTC

        Thank you so much AlcaeusF.  

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