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Rosieb
February 7, 2019
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Open Invoice Report

  • February 7, 2019
  • 1 reply
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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.  

      Best answer by Rosieb

      Thank you so much AlcaeusF.  

      1 reply

      AlcaeusF
      AlcaeusF
      February 7, 2019

      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.

       

       

        R
        RosiebAuthorAnswer
        February 7, 2019

        Thank you so much AlcaeusF.  

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