how to find out open invoice with certain amount

Sonny209 · ‎November 06, 2020

how can I find out open invoice with certain amount.

We have like 500 open invoices but want to find quickly open invoice with certain amount.

when I run reports of open invoice report , I cannot find any filter for amount or sort by amount, please help

Rebecca R · ‎November 09, 2020

I hear what you're saying Sonny209. Luckily QuickBooks Online is equipped with multiple ways to find the data that you're looking to view. I have an option that will work well for you.

An Invoice List report can be customized to show amount and whether it's been paid or not. To do this select Customize in the upper right. From the filters, check off Amount and enter the dollar amount into to the corresponding field. To ensure that you're only seeing open invoices in the amount specified, check A/R Paid as well and select Unpaid from the dropdown menu. Select Run report and you'll see any unpaid invoices for the amount that you've entered.

Please let me know if you have any additional questions. I know this report will do the trick.

View solution in original post

Rebecca R · ‎November 06, 2020

Hi there Sonny209,

Being able to identify an invoice when you need it without having to sift through every transaction you've entered makes doing your books a smoother process. There's an easy way that you can identify transactions by amount in QuickBooks Online and I want to show you how.

In the upper right corner you'll find a Magnifying Glass icon, near the (?) Help button and Settings Gear. This is a search function. Once you select the icon, there'll be a search field where you can enter transactions, contacts, amounts, and more. To find and open the invoice you're looking for, simply enter the amount into the search field and any transactions matching that amount will populate. Then you can select the invoice you're looking for.

Refer to this article for more information on the Magnifying Glass feature: Search for transactions.

You'll have no trouble finding the invoice you're looking for with this tool! Have a great weekend.

Sonny209 · ‎November 08, 2020

hi,

it shows me all the invoices paid/unpaid for that amount. I only want to see open invoices.

Rebecca R · ‎November 09, 2020

I hear what you're saying Sonny209. Luckily QuickBooks Online is equipped with multiple ways to find the data that you're looking to view. I have an option that will work well for you.

An Invoice List report can be customized to show amount and whether it's been paid or not. To do this select Customize in the upper right. From the filters, check off Amount and enter the dollar amount into to the corresponding field. To ensure that you're only seeing open invoices in the amount specified, check A/R Paid as well and select Unpaid from the dropdown menu. Select Run report and you'll see any unpaid invoices for the amount that you've entered.

Please let me know if you have any additional questions. I know this report will do the trick.

Sonny209 · ‎November 09, 2020

that works thanks..

it would also be helpful if they can add Amount in Customize Filter when doing Customer Balance Detail Report ....

Rebecca R · ‎November 09, 2020

That's a fantastic idea Sonny209! Our product development team would be happy to hear your feedback on this. They're always looking to make improvements to our products, and feedback from users like you helps them to decide what to work on next. From the Gear icon select Feedback to have your voice heard.

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how to find out open invoice with certain amount