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Amy Bertolino
Level 1

How can I run a report of invoices by PARENT customer? We use sub-customers/projects

 
1 Comment 1
MorganB
Content Leader

How can I run a report of invoices by PARENT customer? We use sub-customers/projects

Good morning, Amy Bertolino.

 

Thanks for reaching out for support here in the Community. I'm glad to help out with your invoice report in QuickBooks Online.

 

To see a report with invoices by the parent customer, I recommend using the filter function. Here's how:

 

1. Click the Reports tab in the left navigation menu.

2. Enter Invoice in the Search field. I select "Invoice List".

3. Select the Customize button in the top right corner.

4. Choose the Filter drop down arrow and check the box for Customer.

5. You'll then be able to go through your customer list and select the parent profiles you'd like to view invoices for.

6. Select Run Report when you're finished.

 

The following article provides even more info about customizing reports in QuickBooks Online. Lastly, this article contains details for customizing reports in QuickBooks Online using modern view.

 

Please don't hesitate to drop a comment below if you have any other questions. The Community always has your back.

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