Customise report to show invoices due on a specific day in QuickBooks Online

Learn how to customise a report to show invoices due on specific dates in QuickBooks Online.

QuickBooks allows you to customise your reports to show a list of invoices due on a specific day or date range. Use the Transaction Detail By Account report and customise it to show the invoices you want.

1. Go to Reports (Take me there).
2. Select Transaction Detail By Account.
3. Select Switch to classic view, then Customise.
4. From the Report period section, select the day or date range you want to see.
5. From the Filter section, select the following:
   • Transaction Type: Invoice
   • A/R Paid: Unpaid
6. Select Run report.