The Invoices tab on the Sales page, displays the sales data for the last 365 days. If you need older transactions, open any of reports the reports below then customize the date to go back from 5 years ago. Here are a list of reports to pull up:
Invoice List
Sales by Customer Detail
Transaction List by Customer
Invoices and Received Payments
Follow these steps to customize these reports:
Go to the Reports menu and findthe report that provides all the information you need.
Update the Report period going back to 5 years.
(Optional) Use the Customize button to apply filters on the report. On the Filter section, select Invoice for the Transaction Type.
Update the Report period and the Accounting method.
Lastly, click on Run report.
(Optional) You can use the Save customization option, so you don't need to redo it when pulling up the same report. Saved customizations are then moved to the Custom reports section. See sample screenshot:
I've attached a few resources to guide you with QuickBooks reports:
Feel free to comment down below if you have other questions or clarifications. I'm always here to provide additional assistance with QuickBooks. Have a great week ahead. Take care.
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