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F
FM5
January 26, 2020
Question

How do I view invoices that are older than 365 days?

  • January 26, 2020
  • 1 reply
  • 37 views
If I click on Invoicing, it only shows me invoices for the last 365 days.  I need to see older invoices and payment records.

1 reply

katherinejoyceO
katherinejoyceO
Level 9
January 26, 2020

Thanks for visiting the Community, @FM5. I can see the urgency of seeing all your old invoices and payments to keep track of your old transactions. 

 

Let's customize the date in the Filter menu so you can change the year to view your transactions older than 365 days. Here's how: 

 

  1. In the Sales menu, select All Sales. 
  2. Click the Filter, then ensure to select items in these following fields: 
  • Type - Invoices. 
  • Status - Choose if you want to view Open, Overdue, and Paid. 
  • Date - Select Custom, then enter the date From and To. 
  • Customer - Select a specific customer. You can also select All.

     3. Click Apply when done. 

 

You can also run the Invoices and Received Payments report, then customize the date in the Report period section. Follow the steps in this article: Run reports.

 

For future reference, watch this quick video tutorial in this link: How to Track What Customers Owe You: Accounts Receivables & More to help you learn about how to track what customers owe you. 

 

Let me know if you have additional questions. We're always around here to help you more.

baron2
baron2
July 31, 2020

I have the same issue and this solution is simply rubbish. There is no filter under all sales. All you get is a page pushing your Apps, that I have no need of. see screen grab

 

In my case I am trying to get back to sorting the 2019-20 tax return after the distractions of Covid and cannot see what I have entered before August 2019

    R
    Rea_M
    Level 10
    July 31, 2020

    I appreciate you for providing the screenshot and the detailed info about your All Sales page above, @baron2. With this, I'm able to determine the cause of the issue and provide you with the exact resolution.

     

    In QuickBooks Online (QBO), there are different user types and levels of account access. Based on the screenshot above, it seems like you aren't permitted to view the account's invoices. If you're a standard user in QBO, you'll have to contact the administrator of the account. Then, let them update your user permission. Here's how:

    1. Go to the Gear icon.
    2. Select Manage users.
    3. Find your name, then click Edit under the Action column.
    4. In the window that appears, choose all the necessary details.
    5. Click Save.

     

    After that, you need to log out and sign back in to make sure the update is implemented.

     

    However, if you're the master or company admin and you're unable to access the All Sales page, I'd recommend performing some troubleshooting steps to isolate the issue. There are times that the browser is full of frequently accessed pages, thus causing some unusual system responses. First, log in to your QuickBooks Online (QBO) account using a private browser (incognito). Here's how:

    • Press Ctrl + Shift + N (Google Chrome)
    • Ctrl + Shift + P (Firefox)
    • Control + Option + P (Safari)

     

    Once signed in, go to the Sales menu, then select the All Sales tab. If you're able to view all your sales transactions, you can go ahead and perform the steps provided by my colleague above. Then, return to your regular browser and clear its cache and cookies. This way, you're able to refresh the system and delete older data that cause viewing and performance issues. However, if the issue persists, I'd recommend using other supported browsers in viewing your invoices that are older than 365 days.

     

    Additionally, QuickBooks automatically calculates your sales tax when you make a sale. To help you in sorting the 2019 - 2020 sales tax returns, here's an article that provides you the complete details about how the system calculates your sales tax: Learn how QuickBooks Online calculates sales tax. It also contains special tax scenarios to further guide you with your tax return.

     

    Please let me know if you have other concerns. I'm just around to help. Take care always.

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