Question

Outstanding Invoice Report by Class?

Forum|Forum|6 years ago
July 14, 2020
1 reply
19 views

Is it possible to build an Outstanding Invoice Report by Class? I'm running into a brick wall.

QuickBooks Online

Z

ZackE_

Moderator

Thanks for becoming a part of the Community, jbroom.

With our class tracking feature in QuickBooks Online, you can run reports to see your income, expenses, and profitability by segment. An outstanding invoice isn't trackable this way, however there's a wide variety of reports included with your subscription. One of these is the Open Invoices report, which will show ones that are unpaid. This can be generated as a workaround to obtain what you're looking for.

Here's how:
1. In the left navigation bar, go to Reports.
2. Enter Open Invoices in the Find report by name search field.
3. Click Open Invoices from the displayed drop-down list.

You can also use the Customize button to filter by a specific customer/set of customers, distribution account, terms, etc.

Here's a few resources that may come in handy moving forward:

If you have any questions, I'm just a post away. Enjoy the rest of your day!

J

jbroomAuthor

We currently use the Open Invoice reports, using the a custom field to add a 'Sales Rep' to each invoice. My hiccup with this is the inability of QBO to make a Custom Field required. This leads to empty fields on my reports. I wanted to switch to Classes, because they are currently the only field with the ability to be set to 'Required'. It seems there are VERY few reports that can be run by Class.

Angelyn_T

Moderator

Hello, @jbroom.

Allow me to join the thread and share with you the steps so you can get a report that shows your outstanding invoices grouped by class in QuickBooks Online.

Aside from running the open invoice report to view the unpaid invoices, we can pull up the sales by class detail report to get the same details and have the option to group the transactions by class.

Here's how:

Open your QuickBooks Online account, then click on Reports at the left pane.
Look for Sales by Class Detail report on the search field, then click on it to open the report.
Go to the Customize button beside Save customization.
Set the report's period, then switch the Accounting method to Accrual.
Click on Filter, then select Invoice for Transaction Type and Unpaid beside A/R Paid,
Tap Run report to refresh the page.