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Super Contributor **

View a list of paid invoices?

Can I know the way of viewing a list of paid invoices?

TIA

Solved
Best answer 10-22-2018

Accepted Solutions
Moderator

Re: View a list of paid invoices?

Thanks for getting back, Ben.

 

The steps earlier are for QuickBooks Online. Here are the steps for QuickBooks Desktop:

 

1. Go to Reports at the top menu, and select Customers & Receivables.

2. Choose Transaction List by Customer.

3. Click the Customize Report button, and go to the Filter tab.

4. Search for Transaction Type, and select Invoice.

5. Search for Paid Status, and select Closed.

6. Click the OK button.

 

Let me know how this goes. Thanks!

View solution in original post

13 Comments
Moderator

Re: View a list of paid invoices?

Hello Ben,

 

You can customize the Invoice List report to show the paid invoices only. Let me show you how to do it in QuickBooks Online:

 

1. Click Reports on the left-panel menu, and search Invoice List.

2. Click the Customize button, and set the Report period.

3. Go to the Filter section, and select Paid in the A/R Paid field.

4. Click Run report.

 

Let me know if you need anything else.

Super Contributor **

Re: View a list of paid invoices?

I am using QuickBooks Desktop Premier 2018. When I click on [Reports], a windows with report groups open. I don't find any [Invoice List] in the groups. There is a [List] group. However, inside the group, I don't find any report for invoice list.

Moderator

Re: View a list of paid invoices?

Thanks for getting back, Ben.

 

The steps earlier are for QuickBooks Online. Here are the steps for QuickBooks Desktop:

 

1. Go to Reports at the top menu, and select Customers & Receivables.

2. Choose Transaction List by Customer.

3. Click the Customize Report button, and go to the Filter tab.

4. Search for Transaction Type, and select Invoice.

5. Search for Paid Status, and select Closed.

6. Click the OK button.

 

Let me know how this goes. Thanks!

View solution in original post

Super Contributor **

Re: View a list of paid invoices?

Hi James, it works. Thanks for your detailed steps.

Anonymous
Not applicable

Re: View a list of paid invoices?

Hey @BenTam,

 

Are you also interested in tracking your open invoices? Or just tracking completion rates? 

Super Contributor **

Re: View a list of paid invoices?

Hi James, I am moving data from my old accounting system into QuickBooks.

QuickBooks Team

Re: View a list of paid invoices?

Good day, BenTam.

 

Welcome to the QuickBooks Community. I’m here to ensure you’re able to effectively move the data from your old accounting system into QuickBooks.

 

In the desktop version, you can import transactions instead of starting from scratch. Before performing the process, you need to identify the transaction type and file format to ensure that QuickBooks will be able to handle them.

 

You can import certain transactions like your bank’s online web connect files. To help give you a better idea on the file types and formats that you can bring into or out of QuickBooks, check out this article: Import/export overview.

 

Once you’re ready with importing the data, click on the links below for the step by step instructions.

That'll do it. I'm confident, the data will be transferred to QuickBooks.

 

Let me know if you have additional questions about using the program. I'll be glad to answer them for you. Have a good one.

 

Not applicable

Re: View a list of paid invoices?

Is this online or desktop? I am looking for a paid invoice report for online Quickbooks

QuickBooks Team

Re: View a list of paid invoices?

Glad to have you here, @Takia1.

 

I'm pleased to help walk you through generating reports of your paid invoices in QuickBooks Online.

 

Here's how:

  1. Go to Reports.
  2. Under For my Accountant section, choose Transaction Detail by Account or Transaction List by Date.
  3. Click Customize button.
    1. Go to Row/Columns.
      1. Choose Transaction Type under Group by drop-down list. 
    2. Expand the Filter section.
    3. Put a check mark on the following:
      • Transaction Type : Invoices
      • AR Paid: Paid 
    4. Hit Run Report.
    5. Click the Gear Icon on the report page.
    6. Select the following:
      • Date
      • Transaction Type
      • Num
      • Name
      • A/R Paid
      • Amount
      • Balance
    7. Click Run Report.

 

That should do it! This will allow you to view a detailed list of your paid invoices.

 

For additional insights, you may check out these articles:

Feel free to visit us here in the Community if you have other questions about accessing and customizing transaction reports in QuickBooks Online. I'm always here to help.

Not applicable

Re: View a list of paid invoices?

Is there a way to add date paid to this, or any report?  I have a client that pays commission upon receipt of payment rather than invoice date.  Thanks!

Anonymous
Not applicable

Re: View a list of paid invoices?

Good day, @ChristinaL.

 

Let me chime in and help generate a report that shows the payment date.

 

If you're referring to the received payment date of an invoice, you can pull up the Invoices and Received Payments report. Just type in Invoices and Received Payments on the search field of your Reports page.

 

 

 

This report shows the date of the invoice as well as the date the payment was received.

 

That should do it. Should you need other references for future use, please feel free to access our help site: Help articles for QuickBooks Online.

 

Keep me posted if you have other questions about reports in QuickBooks. I'm here to help.

Not applicable

Re: View a list of paid invoices?

Is it possible to view the details of the paid invoices on this report?

 

Moderator

Re: View a list of paid invoices?

No, we won't be able to view the details in the Invoices and Received Payments report, Natalie.

 

Instead, you can create a statement for the said customer. This will display the invoice details and payments. Here's how:

  1. Click the Create menu (+) and select Statement.
  2. In the Create Statements window, select Transaction Statement in the Statement Type field.
  3. Enter the Statement Date, Start and End Date.
  4. Mark the customer name and click Print or Preview.
  5. Then you can download or print it.

I'll let our Product Development Team know about your request, too. They'll evaluate and put your idea into consideration for future product updates.

 

Let us know if you need anything else.

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