Skip to main content

SUMMER SAVINGS 90% OFF QuickBooks for 3 months* Ends 8/27

Buy now
Switch to QuickBooks and 70% off for 3 Months
August 27, 2021
Question

I want to view today's invoices and get a running total for today.

  • August 27, 2021
  • 2 replies
  • 49 views
No text available

2 replies

Rubielyn_J
Level 8
August 27, 2021

I'd be glad to help you view today's invoices and get a running total of it, @alan-bandwhydrau

 

We can generate a Transactions List by Customer report, then add some filters to display the data you want.

 

Here's how:

 

  1. In your QBO account, go to the left panel and select the Reports menu.
  2. In the Find report by name field, search for Transaction List by Customer report.
  3. Click the Customize button.
  4. Under the Report period, select Today.
  5. In the Filter section, click the box next to Transaction Type, and then choose Invoice.
  6. Lastly, click Run report

 

Once done, you'll see all of your invoices for today and it's total.

 

For more insights on how you can personalize your data, please check out this article: Customize a report

 

Moreover, you can also memorize reports in QuickBooks if you want the same settings to be available for future use. This way, you do not have to go through the customization process again. 

 

Keep me posted if you have other questions about managing your invoices. I'll be around to assist you again. Have a pleasant day.

Rubielyn_J
Level 8
August 29, 2021

Hi, @alan-bandwhydrau.

 

Hope you’re doing great. I wanted to see how everything is going about viewing invoice total concerns you had the other day. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at any time.

 

Looking forward to your reply. Have a pleasant day ahead!