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infoTBDA
Level 2

Issue with new invoicing system: If you filter on a date, e.g. Last Month, and click ADD ALL, it adds last month AND this month. Anyone else? They won't respond or fix.

 
1 Comment 1
RoseJillB
QuickBooks Team

Issue with new invoicing system: If you filter on a date, e.g. Last Month, and click ADD ALL, it adds last month AND this month. Anyone else? They won't respond or fix.

Hi there, @infoTBDA

 

I'm here to assist you in fixing the invoice results when filtering in QuickBooks Online (QBO).

 

Before we begin, when you say "Add All," are you referring to the Status dropdown in the invoice? If so, we can perform browser troubleshooting steps to address common issues that may prevent the application from filtering the dates correctly. You can use the steps below to access these features in a private window:

 

  • Google Chrome: press Ctrl + Shift + N
  • Mozilla Firefox: press Ctrl + Shift + P
  • Safari: press Command + Shift + N

 

Once you're done, return to your regular browser and clear the cache and cookies to help prevent similar issues in the future. Additionally, you might consider using other supported browsers for a better experience. 

 

Otherwise, could you share a snapshot of the area you are referring to?

 

Furthermore, you can use this resource to record payments from your clients once they have settled their balances in QBO: Record invoice payments in QuickBooks Online

 

Please keep me posted if you need further assistance managing your invoices or other QuickBooks-related matters. I'm always available to help you, @infoTBDA. Stay safe!

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