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B
bschrader
January 20, 2020
Solved

Is there a report that would show me the invoices that were created in a specific month and amount of the invoice regardless of paid or unpaid?

  • January 20, 2020
  • 1 reply
  • 39 views
No text available
Best answer by Tori B

Hi there, @bschrader.

 

Thank you for reaching out to Community. I'm happy to assist with your report.

 

For this, there is a way that you can show all invoices for a specific month, both opened and closed. We will run a transaction detail report and customize it to only show invoices.

 

Let's get started:

 

  1. Go to the Reports menu at the top.
  2. Click Custom report then Transaction Detail.
  3. Once the Modify Report box populates, choose the Filters tab.
  4. Search for the Transaction type filter and select Invoice.
  5. After you click Invoice, then search for Paid Status and choose Either.
  6. Select OK.
  7. Customize your date in the top left corner of the report.

I've included screenshots below for a visual reference of the steps:

 

 

 

 

That's all there is to it. If you have further questions, feel free to reach back out anytime. Have a great week ahead!

 

 

1 reply

Tori B
Tori BQuickBooks TeamAnswer
QuickBooks Team
January 20, 2020

Hi there, @bschrader.

 

Thank you for reaching out to Community. I'm happy to assist with your report.

 

For this, there is a way that you can show all invoices for a specific month, both opened and closed. We will run a transaction detail report and customize it to only show invoices.

 

Let's get started:

 

  1. Go to the Reports menu at the top.
  2. Click Custom report then Transaction Detail.
  3. Once the Modify Report box populates, choose the Filters tab.
  4. Search for the Transaction type filter and select Invoice.
  5. After you click Invoice, then search for Paid Status and choose Either.
  6. Select OK.
  7. Customize your date in the top left corner of the report.

I've included screenshots below for a visual reference of the steps:

 

 

 

 

That's all there is to it. If you have further questions, feel free to reach back out anytime. Have a great week ahead!

 

 

    E
    EmilyZhan
    August 7, 2020

    Sorry i cannot find the Transaction Detail from Custom report , how can i do?

     

     

    C
    Catherine_B
    Level 9
    August 7, 2020

    Hello there, EmilyZhan. 

     

    It's possible that there are data issues within the company file that's why there are options in the reports menu that doesn't display. We can perform the Verify and Rebuild data to resolve most data integrity issues. 

     

    Let me show you how:

    1. Choose Window then Close All.
    2. Go to the File menu then click Utilities.
    3. Select Verify Data. There'll be no action needed if QuickBooks detected no problems. 
    4. Continue to Rebuild Data if you see an error message that indicates "Your data has lost integrity".
    5. Still from the File menu > Utlities > Rebuild Data. 

    For the step-by-step guide on how to verify and rebuild the data, you can check out this article: Verify and Rebuild Data in QuickBooks Desktop.

     

    As an alternative, you can run the Transactions List by Customer that also gives you the same details as the Custom Transaction Detail report. Go to the Reports menu and choose Customers & Receivables and then click Transaction List by Customer. After that, you can follow the steps given by my colleague on how to customize the report showing the Paid Status. 

     

    I'm just here if you need more help. You take care always and have a great day!

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