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Intuit

View sales transactions

The Sales Transaction page gives you a great at-a-glance view of the status of sales transactions, open invoices and paid invoices. It also lets you view, create, and edit sales transactions from within the page.

To access this page, from the left menu, select Sales, and choose All Sales.

View transaction and invoice status at a glance

Once on the Sales Transactions page, you'll notice the Money Bar, which is a key part of the page. It shows you the status and amounts of your sales transactions at a glance, and gives you an instant view of open and recently paid income. It also shows you if you have unbilled items like estimates, time activities, and charges or costs.

You can view details about individual transactions in the list, which can display information like:

  • Estimates
  • Invoices
  • Sales receipts
  • Payments
  • Credit memos
  • Delayed charges (QuickBooks Online Plus and Essentials only)
  • Billable time activities (QuickBooks Online Plus only)

The list makes it easy to view the status of any transaction, and to see whether a specific transaction is Open, Paid, Partially Paid, or Overdue

You can easily customize the list to view the information you need:

  • Filter the list to see only the items you're interested in.
  • Change the columns to view just the data you need.
  • Export lists to Microsoft Excel so you can work with the data it contains in other ways.

Easily manage sales transactions

From the Sales Transaction page, you can easily:

  • Create new invoices, sales receipts, estimates, and credit memos from the options available on the New transaction drop-down menu.

  • Take action on a transaction without having to find the transaction first — for example, you can receive payment for an invoice directly from the list.

  • Print transactions or packing slips (for invoices and sales receipts), individually or for a group you specify.

  • Copy, delete, or void  transactions.
  • Send transactions, and, when sending a single transaction, customize the message you send with it.
  • Change the status of estimates right from the list.
  • Create additional customer entries such as charges, time activities, and credits (QuickBooks Online Plus and Essentials only).

Now you can make the Sales Transactions page work for you.