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G
gjergj
January 14, 2022
Question

Invoices

  • January 14, 2022
  • 1 reply
  • 2 views

I would like to know how can I create a summarized report which will help me to check in one place the invoice numbers and invoices SENT dates for a specific period in Quickbooks online. I am able only to create reports that contain the invoice Created date but do not see any method or report that helps to show when the invoice was sent, other than having to go to each customer invoice one by one and checking the history after opening the invoice. 

1 reply

M
MirriamMQuickBooks Team
QuickBooks Team
January 14, 2022

Hello there, @gjergj.

 

I can guide you on how to have the report that you need.

 

In QuickBooks Online (QBO), we have run and customized the Transaction List by customer report to display all sent invoices together with their invoice number.

 

Let me show you how:

  1. In the left menu, click Reports.
  2. In the search box, type in Transaction List by customer. 
  3. Click the Customize button. 
  4. In the Report period, set the date. 
  5. From the Rows/Columns section, put a checkmark to the Sent and Number box.
  6. In the Filter section, tick the Transaction Type box and select Invoice.
  7. Tick the Sent box also, and in the drop-down, choose Sent.
  8. Click Run report. 

 

To know more about personalizing your report, I recommend checking this article: Customize reports in QuickBooks Online.

 

If you want to save your latest customization settings on your report, you can memorize your reports.

 

I'd be glad to help you out again if you need further assistance running the report you need. Just leave a reply below, and I'll get back to you as soon as I can. Have a good day.

    G
    gjergjAuthor
    January 17, 2022

    Hi there,

     

    Thanks for your answer but that does not solve my problem. I already know how to filter and show which invoice is sent or not. I need the report to show me the initial SENT DATE for each of the invoices (please refer to the screenshot). 


    Thanks

     

    G
    Giovann_GModerator
    Moderator
    January 17, 2022

    Thanks for providing a screenshot, gjergj.

     

    In QuickBooks Online, you can run the Transaction List by Customer report and filter it to show which invoices are sent or not. However, including the initial sent date is unavailable. You'll need to open each invoice to see the details.

     

    As a workaround, you can export your report to Excel. From there, you can manually add the Sent Date column.

     

    Here's how:

     

    1. From the report screen, select the Export icon.
    2. Choose Export to Excel.
    3. Save the file somewhere you can easily find it.

     

    I've included this resource for more details: Export your reports to Excel from QuickBooks Online.

     

    You can also memorize your reports to save them with the most recent personalization settings.

     

    I'd be glad to help you out again if you need further assistance in customizing your report. Just leave a reply below, and I'll get back to you as soon as I can.

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