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View sales transactions

SOLVEDby QuickBooksQuickBooks Online37Updated 2 days ago

The Sales page gives you a great at-a-glance view of the status of sales transactions, open invoices, and paid invoices. You can also view, create, and edit sales transactions from within the page.

To access this page, go to Bookkeeping, select Transactions, and then select All Sales (Take me there).

View transaction and invoice status at a glance

Once on the Sales page, you'll notice the Money Bar, which is a key part of the page. It shows you the status and amounts of your sales transactions at a glance, and gives you an instant view of open and recently paid invoices. It also shows you if you have unbilled items like estimates, time activities, charges, or costs.

You can view details about individual transactions in the list, which can display:

  • Estimates
  • Invoices
  • Sales receipts
  • Payments
  • Credit notes
  • Delayed charges (QuickBooks Online Plus and Essentials only)
  • Billable time activities (QuickBooks Online Plus only)

The list makes it easy to view the status of any transaction, and to see whether a specific transaction is Open, Closed, Paid, Partially Paid, or Overdue.

You can easily customise the list to view the information you need:

  • Filter the list to see only the items you're interested in.
  • Change the columns to view just the data you need.
  • Export lists to Microsoft Excel so you can work with the data it contains in other ways.

Note that the default view for all transactions is '365 days'. The Invoices page will not display unless an invoice is created within the last 365 days.

Easily manage sales transactions

From the Sales page, you can easily:

  • Create new invoices, payments, sales receipts, estimates, credit notes, delayed charges, and billable time activity from the the New transaction dropdown menu.
  • Take action on a transaction. For example, you can receive payment for an invoice directly from the list by selecting Receive payment in the Action column.
  • Print transactions or delivery notes (for invoices and sales receipts), individually or for a group you specify.
  • Copy, delete, or void transactions.
  • Send transactions, and, when sending a single transaction, customise the message you send with it.
  • Change the status of estimates.
  • Create additional customer entries such as charges, time activities, and credits (QuickBooks Online Plus and Essentials only) .

Now you can make the Sales page work for you.

FAQs

Do you want to move payment to correct financial year?

Check in Advanced setting to see what the financial year has been set to and add the payment accordingly.

How do you change the total on an invoice as it was incorrect?

Find the correct invoice, select the invoice and amend the amount.
Note: If the invoice has already been included in a VAT filing, it will add an exception to the current open period.

The wrong VAT code was used how do I correct this?

Find the correct invoice, select the invoice and amend the VAT code.
Note: If the invoice has already been included in a VAT filing, it will add an exception to the current open period.

How do I change the email address on my invoice?

Find the correct invoice, select the invoice and amend the email address.

How do I edit a transaction?

Find the correct transaction, select the transaction and amend the incorrect details.

How does a customer remove payments and VAT payments from A/R Ageing report?

Payments should not show in the A/R Ageing report unless they have been posted as a credit on the customer's account. To remove, link the payment to an open invoice.

Note: If Close the books is on in the Advanced settings, you may be unable to change the invoice details.

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