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finsec99
Level 2

Invoices sorted by "printed/not printed" or by "print date"

Hello

In QBOL Sales/Invoices under actions, there is a print option. After printing an invoice QBOL asks "Do you want to mark invoice #xxxx as printed?". I assume this is because somewhere you can view the print status of an invoice? Is it possible to  sort invoices based on their print status or their print date? 

Solved
Best answer July 05, 2020

Best Answers
jamespaul
QuickBooks Team

Invoices sorted by "printed/not printed" or by "print date"

Hello, finsec99.

 

How are you doing today? I'll show you how you can check the print status of your invoices. I'll also provide visual guides (click the images to expand them) and add some helpful details while I'm at it. 

 

Yes, your assumption is correct. There are two ways to view the print status of an invoice. Although, you can filter instead of sorting it through the All Sales page and a report. Here's are the steps:

 

For the All Sales method, you can filter the invoices and filter the ones that are checked as "Print later." 

 

  1. Go to Sales, then click the All Sales tab.
  2. Hit the Filter button. 
  3. Choose Invoices under Type.
  4. Select Print later under Delivery method
  5. Click Apply

 

PrintStat1.PNG PrintStat2.PNG PrintStat3.PNG

 

The second method involves using the Transaction List by Customer report. Filter it to show the invoices with their print status. Here's how: 

 

  1. Go to Reports.
  2. Type "Transaction List by Customer" in the search box and click the result. 
  3. Hit the Customize button.
  4. Expand the Rows/Columns section, then check Sales Printed
  5. Open the Filter section.
  6. Tick Transaction Type, then choose Invoice from the drop-down menu.
  7. Check Sales Printed, then select one of the three options from the list. 
  8. Hit Run report

 

PrintStat4.PNG

PrintStat5.PNG

 

You can change the Sales Printed selection to filter the other status. I personally like this method since the display is more detailed than the first one. 

 

While we're unable to determine the print date using these methods, we can do it through the Audit Log report. This will show when the invoices were printed. Here's how: 

 

  1. Click the Gear icon, then choose Audit log.
  2. Hit the Filter button.
  3. Check Transactions under Events.
  4. Choose Accounts Receivable from the Using: drop-down menu. 
  5. Click Apply

The printed invoices will show as "Edited Invoice No. XXXX" under Event

 

PrintStat6.PNG

 

If you need help managing your customer and income, give our articles a shot. They contain guides and other helpful details to assist you. 

 

I'm down to answer any questions in the Community space, so please don't hesitate to visit again. You can also leave a reply if you have concerns with your sales transactions or QuickBooks Online as a whole. 

View solution in original post

3 Comments
jamespaul
QuickBooks Team

Invoices sorted by "printed/not printed" or by "print date"

Hello, finsec99.

 

How are you doing today? I'll show you how you can check the print status of your invoices. I'll also provide visual guides (click the images to expand them) and add some helpful details while I'm at it. 

 

Yes, your assumption is correct. There are two ways to view the print status of an invoice. Although, you can filter instead of sorting it through the All Sales page and a report. Here's are the steps:

 

For the All Sales method, you can filter the invoices and filter the ones that are checked as "Print later." 

 

  1. Go to Sales, then click the All Sales tab.
  2. Hit the Filter button. 
  3. Choose Invoices under Type.
  4. Select Print later under Delivery method
  5. Click Apply

 

PrintStat1.PNG PrintStat2.PNG PrintStat3.PNG

 

The second method involves using the Transaction List by Customer report. Filter it to show the invoices with their print status. Here's how: 

 

  1. Go to Reports.
  2. Type "Transaction List by Customer" in the search box and click the result. 
  3. Hit the Customize button.
  4. Expand the Rows/Columns section, then check Sales Printed
  5. Open the Filter section.
  6. Tick Transaction Type, then choose Invoice from the drop-down menu.
  7. Check Sales Printed, then select one of the three options from the list. 
  8. Hit Run report

 

PrintStat4.PNG

PrintStat5.PNG

 

You can change the Sales Printed selection to filter the other status. I personally like this method since the display is more detailed than the first one. 

 

While we're unable to determine the print date using these methods, we can do it through the Audit Log report. This will show when the invoices were printed. Here's how: 

 

  1. Click the Gear icon, then choose Audit log.
  2. Hit the Filter button.
  3. Check Transactions under Events.
  4. Choose Accounts Receivable from the Using: drop-down menu. 
  5. Click Apply

The printed invoices will show as "Edited Invoice No. XXXX" under Event

 

PrintStat6.PNG

 

If you need help managing your customer and income, give our articles a shot. They contain guides and other helpful details to assist you. 

 

I'm down to answer any questions in the Community space, so please don't hesitate to visit again. You can also leave a reply if you have concerns with your sales transactions or QuickBooks Online as a whole. 

View solution in original post

Jia560
Level 1

Invoices sorted by "printed/not printed" or by "print date"

It doesn't ask me " if I would like to mark as printed", where to turn on this

MariaSoledadG
QuickBooks Team

Invoices sorted by "printed/not printed" or by "print date"

After invoices are being printed, it will just automatically show as Printed on your report, Jia560.

 

As provided by @jamespaul, you'll have to make sure to click the Change columns hyperlink under Rows/Columns so you can mark the Sales Printed box. I've added a screenshot for your visual guide.

Once done, you'll be able to see the column on the report and once invoices are printed, it will automatically show it as Printed. You don't have to turn on any settings since QuickBooks will automatically detect the transactions that need to be printed and those that were already printed.

 

I've also added some help articles for additional resources in case you have any questions about QuickBooks Online.

 

Please touch base with us for further questions about customizing invoices. We're here to cater to all your needs. 

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