Income tracker filtering

Hi @itlk,

The error you’re getting occurs when your list is damaged or corrupted. Let me share some ways to revert your Quickbooks company file to its previous working state.

First, let's go ahead and re-sort your lists. Any user of the account can perform the steps below: 

1. Go to the Customers menu.

2. Click the View menu and select Resort List. 

3. Select OK if prompt to Are you sure you want to return this list to its original order?

For more details about the resorting list, here's an article: Re-sort Lists.

Once completed, let’s proceed with verifying and rebuilding your data. To do so, here’s how:

To rebuild your data.

1. Go to the File menu.

2. Select Utilities.

3. Choose Rebuild Data.

4. Click on OK.

5.  Follow the prompts to save a backup. Note that if your cursor is still moving despite the prompt QuickBooks is not responding, the rebuild is still ongoing.

6. Select OK when you see Rebuild has completed.

  To verify your data.

1. Under Quickbooks File menu, select Utilities.

2. Choose Verify Data.

3. Select OK if there are no problems detected.

4. If Verify finds an issue with your data, you will be prompted to Rebuild Now or View Errors.

5. Click Rebuild Now.

You can read this article for more information about these troubleshooting steps: Resolve Data Damage on Your Company File.

Please keep me posted if you need anything else. Take care.

Thanks for the reply.

I rebuilt the data and verified the integrity, but no issues were reported. The Income Tracker still behaves as before.

Would you have any suggestions?

It seems this is a bug in QuickBooks. Here is why:

1. Click on gear icon in the right top corner and uncheck estimates.
2. The Income Tracker has buttons: Time &Expenses, Open Invoices, Overdue, paid Last 30 days
3. Now  it is possible to reproduce the issue

Now:

1. Click on gear icon and check Estimates checkbox, so the Income Tracker will show all buttons
2. The issue disappear and filtering is working as expected in all combinations.

Can someone confirm this on his/her installation?

Hello there, @itlk.

Let's try some more troubleshooting. We can run the QuickBooks File Doctor on your Company File. Here's how:

1. Close QuickBooks.
2. Download the QuickBooks Tool Hub file. Save the file somewhere you can easily find it (like your Downloads folder or your Windows desktop).
3. Open the file you downloaded (QuickBooksToolHub.exe).
4. Follow the on-screen steps to install and agree to the terms and conditions.
5. When the install finishes, double-click the icon on your Windows desktop to open the tool hub. If you can't find the icon, search in Windows for QuickBooks Tool Hub and select the program.
6. From the tool hub, go to the Company File Issues tab.
7. Click Run QuickBooks File Doctor. It can take up to one minute for the file doctor to open.
8. In QuickBooks File Doctor, select your company file from the drop-down menu. If you don’t see your file, use Browse and search to find your file.
9. Hit Check your file (middle option only) and then Continue.
10. Enter your QuickBooks admin password and then Next.

Once the scan finishes, open QuickBooks and open the Income Tracker. If the issue persists, I recommend contacting our Desktop Support. Rest assured, they'll be able to share your screen and check out what may be causing the issue in-depth.

Let me know if you have any other questions. I'll be here if you need me. Have a wonderful day!

When I run the income tracker it has 250 pages of invoices. Each page will allow you to sort by the customer name but the whole income tracker will not sort by the customer name. I want to reprint to a PDF all of the open invoices to a customer that has multiple properties. I print them to one PDF and then I do an open invoice report and between the two reports they can look at their open balance and then they can search the batch print of invoice by the invoice number in question and they are taken right to the invoice. I have done this before, but now the income tracker is only sorting each page by the customer. It would be great if I could either select the customers I want to batch print open invoices for or if I could sort the income tracker to sort all of the open invoices completely by customer and not just by page. 

Thank you for the detailed information, @Davep007.

We can filter the Income Tracker with the information you need. I can guide you on how.

Regarding on how many transactions you have, the income tracker will display them in one page. You can scroll the window up/down to see everything on the window. To filter them by customers, select the customer name under beside the Customer:Job field, and the status beside the Status section.

I've added these screenshots for your visual references.

If you're having difficulties managing the income tracker, you can open the Transaction List by Customer report to get the same result. From there, customize the Transaction Type to Invoice, the Status to Open, then add the Amount and the Open Balance column.

Here's how:

1. Click on Customer & Receivables from the Reports menu, then tap on Transaction List by Customer.
2. Go to the Customize Report tab, then click on the Display column. 
3. Add the Open Balance column and the rest of the columns you want to display.
4. Under Filters, choose Invoice for the Transaction Type. Then Open for the Paid Status.
5. Choose the name you want to display, then hit OK.
6. Review the information from there.

To save the report as PDF, click on the Save as PDF option under the Print icon.

For additional references about customizing reports in QuickBooks Desktop, check out the information from this article: Customize reports in QuickBooks Desktop.

That should point you out in the right direction today. Let me know if you have any other questions. I'm always here to help. Have a great day!

I guess I was not clear about what I wanted. I have one customer that has multiple account. They have over 200 accounts in quickbooks. They don't pay very well at all. I need to batch print all of their open invoices. In the income tracker the invoices are listed by date order only and you can not sort the entire list by customer. If you have more than 250 open invoices only the first page sorts by customer and not all of them I have 1600 open invoices and the tracker only shows 250 invoices at a time. There is no way to select multiple accounts and there is no way to sort by customer for all of the 1600 open invoices. That means that my batch print can only be for the customers that are shown in each of the groups of 250. I can sort the customers in the first group of 250 and then print that batch. Then got to the next 250 and sort by customer and then print those in that group of 250 and so on until I get 6 individual PDF's of the batch print. Then I have to merge all of the PDF's into one PDF. It is a lot of extra work that would be avoided if you could select multiple account names in the income tracker. All of the other reports allow for multiple account names and the Income tracker does not allow for it. The result is less than acceptable when you have more than 250 invoices open. 

Transaction by customer will not let you batch print the invoices. 

When you have more than 250 open invoices Income tracker does not work very well. 

If you try to sort by column it does not sort all of the open invoices, rather it sorts the first 250 open invoices. I have 1600 open invoices. Within that 1600,  500 are with same customer but they are all different properties so they are in different accounts. Income tracker does not let you select multiple account names for the customer so it makes batch printing all of the open invoices for a large client very difficult. I have to sort the first page of 250 and then select all of the invoices starting with the account name. Then select the next 250 and sort them by customer and select all of them in the list and print them to a PDF and then do this for every group of the 250. I have now 6 or 7 PDF files of batch printed invoices. Now I have to merge them all together so I can send this PDF with an Aging report. On their end they can look at the aging report and see all of invoices that are severely past due and then if they have a question they can go to the merged batch prints and do a find of the invoice number and they can match the invoice to the amount on the aging report. 

If the income tracker would sort the entire list of all of the open invoices and not just 250 at a time it would be very helpful. Also if the income tracker would allow you to select multiple account names like all of the other reports do it would be helpful. 

If you use the income tracker and you have 1600 open invoices you will see what I am talking about. The entire list does not sort by customer name and you can not select multiple account names. The income tracker is unfinished, the coder forgot to finish the sorting and selecting of customers. 

I got your point, @Davep007.

I can see how seamless it would be to print the open invoices all at once and filter the transactions by account. Rest assured our developers never stop to develop QuickBooks to deliver the best experiences for all QuickBooks users. Hopefully, they can add this feature in the future updates.

To stay current with the latest QuickBooks news and feature updates, feel free to visit our blog. Here's the link: Product Updates.

As you continue working with invoices and customer transactions, you can as well read the information from this article as your guide: Get started with customer transaction workflows in QuickBooks Desktop.

Keep me posted if there's anything else you need assistance with. I'm a few clicks away to help. Keep safe!