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Lan1
Level 1

Batch of Invoices ( Paid & Unpaid)

Hi,

I am using Quickbooks Premier and would like to know how one could draw a report / statement of ALL Invoices done for the last 3 months on the system ( for all clients) . It needs to be for all - Paid & Unpaid.

 

I know how to do the Statement with Invoices that is still outstanding payments but that is not what my manager wants.

 

Would appreciate any assistance :-)

 

Solved
Best answer February 15, 2021

Best Answers
KlentB
QuickBooks Team

Batch of Invoices ( Paid & Unpaid)

I can guide you in generating that report, Lan1.

 

You can customize the Transaction List by Customer report to show all the invoices you've issued for the last 3 months. Here's how to do it:

 

  1. Select Reports from the top menu bar.
  2. Go to Customers & Receivables.
  3. Choose Transaction List by Customer.
  4. Click the Customize button, then set the appropriate reporting date and accounting method.
  5. Head to the Filters tab, then enter "Transaction Type" in the search field.
  6. From the Transaction Type drop-down menu, choose Invoice.
  7. Click OK to complete the process.

You may memorize this report to save its current customization settings. Additionally, here's an article that you can read to help speed up the reporting process in QuickBooks Desktop: Customize Reports.

 

I'll be right here to continue helping if you have any other concerns or further questions. Have a pleasant day ahead!

View solution in original post

2 Comments
KlentB
QuickBooks Team

Batch of Invoices ( Paid & Unpaid)

I can guide you in generating that report, Lan1.

 

You can customize the Transaction List by Customer report to show all the invoices you've issued for the last 3 months. Here's how to do it:

 

  1. Select Reports from the top menu bar.
  2. Go to Customers & Receivables.
  3. Choose Transaction List by Customer.
  4. Click the Customize button, then set the appropriate reporting date and accounting method.
  5. Head to the Filters tab, then enter "Transaction Type" in the search field.
  6. From the Transaction Type drop-down menu, choose Invoice.
  7. Click OK to complete the process.

You may memorize this report to save its current customization settings. Additionally, here's an article that you can read to help speed up the reporting process in QuickBooks Desktop: Customize Reports.

 

I'll be right here to continue helping if you have any other concerns or further questions. Have a pleasant day ahead!

View solution in original post

Lan1
Level 1

Batch of Invoices ( Paid & Unpaid)

Thank You so much! I came right, it worked :-)

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