
Use quick filters in the Customer Hub
by Intuit• Updated 4 weeks ago
Use custom quick filters in the Customer Hub to quickly view customers who need your attention in QuickBooks Online. You can organize and track high-value customers and follow-up directly from the Customers page.
Customers with unpaid invoices
This filter lets you quickly view and engage customers who owe you money.
- Go to the Customer Hub. (Take me there).
- Select Customers & leads.
- Select the Customers tab, then select Customers with unpaid invoices.
Customers are filtered by unpaid invoices, (overdue and open) from the last 365 days. - Use the Action column to send a reminder or take further action for these customers.
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