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Best answer August 19, 2024
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I got you, Barb. I'm glad to see you here. I can help you locate the total number of invoices and checks from the previous month and also provide various methods to display all your preferred transactions. It's my goal to ensure you have all the necessary reports to obtain the data you require effortlessly.
There are three ways to achieve your goal. You can find the previous month's invoices through the Sales menu or run the Invoice List report.
To find the previous month's invoices in the Sales menu, you can follow these steps:
- Go to the Sales menu, then the All Sales tab.
- On the Type dropdown, choose Invoices.
- Change the date period for the transaction by clicking on the Date dropdown.
For your checks, head to the Expenses menu. Then, on the All transactions dropdown, choose Check. Change the date period in the Filter section. See the attached screenshot for a visual guide.
Meanwhile, if you want a comprehensive overview of last month's invoices and checks. Here are the steps to achieve it:
- Head to the Reports menu on the left-hand side of the screen.
- Type in Invoice List or Check Detail in the search bar, then click it.
- Hover to the Report Period section and set it to Last Month.
On the other hand, we can run the Transaction by Detail by Account and customize it to get a summary of the total number of both types of entries in one report. Please follow this step-by-step guide.
- Go to the Reports menu. Enter Transaction by Detail by Account in the search bar and click it.
- Press the Switch to Classic View button.
- Set the report period to Last Month.
- In the Group by dropdown, pick Transaction Type.
- Hit Customize. Head to the Filter section.
- On the Transaction Type dropdown, pick Invoice and Check.
- Once done, hit Run report.
You can export the report to Excel to see the total number of entries.
The methods I have provided above will show all your invoices and checks for a specific period. However, you'll have to manually calculate the total number of entries, as there's no column specific for this.
Moreover, you can memorize the report you generate. This feature saves you time from doing the customization process again.
I acknowledge the significance of maintaining up-to-date and well-organized financial records. Therefore, I have provided various methods to allow you to track your invoices or checks easily. Wishing you ongoing success as your business grows, Barb.
I got you, Barb. I'm glad to see you here. I can help you locate the total number of invoices and checks from the previous month and also provide various methods to display all your preferred transactions. It's my goal to ensure you have all the necessary reports to obtain the data you require effortlessly.
There are three ways to achieve your goal. You can find the previous month's invoices through the Sales menu or run the Invoice List report.
To find the previous month's invoices in the Sales menu, you can follow these steps:
- Go to the Sales menu, then the All Sales tab.
- On the Type dropdown, choose Invoices.
- Change the date period for the transaction by clicking on the Date dropdown.
For your checks, head to the Expenses menu. Then, on the All transactions dropdown, choose Check. Change the date period in the Filter section. See the attached screenshot for a visual guide.
Meanwhile, if you want a comprehensive overview of last month's invoices and checks. Here are the steps to achieve it:
- Head to the Reports menu on the left-hand side of the screen.
- Type in Invoice List or Check Detail in the search bar, then click it.
- Hover to the Report Period section and set it to Last Month.
On the other hand, we can run the Transaction by Detail by Account and customize it to get a summary of the total number of both types of entries in one report. Please follow this step-by-step guide.
- Go to the Reports menu. Enter Transaction by Detail by Account in the search bar and click it.
- Press the Switch to Classic View button.
- Set the report period to Last Month.
- In the Group by dropdown, pick Transaction Type.
- Hit Customize. Head to the Filter section.
- On the Transaction Type dropdown, pick Invoice and Check.
- Once done, hit Run report.
You can export the report to Excel to see the total number of entries.
The methods I have provided above will show all your invoices and checks for a specific period. However, you'll have to manually calculate the total number of entries, as there's no column specific for this.
Moreover, you can memorize the report you generate. This feature saves you time from doing the customization process again.
I acknowledge the significance of maintaining up-to-date and well-organized financial records. Therefore, I have provided various methods to allow you to track your invoices or checks easily. Wishing you ongoing success as your business grows, Barb.
