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1. How do I create the invoice list by date report with customers emails in it? 2. how do I pull the invoice report by shipping date, not the invoice creation date?

 
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QuickBooks Team

1. How do I create the invoice list by date report with customers emails in it? 2. how do I pull the invoice report by shipping date, not the invoice creation date?

Thank you for reaching out to us here on the Community page, @frontdesk3.

 

At this time, we're able to run a report of your invoices with ship date into it. You'll just have to include the Ship Date column when running a report and sort the report to either ascending or descending order. However, the report's period still follows the creation date of the invoices.

 

Here's how:

 

  1. Click on Reports at the left pane, then look for Transaction List by Customer on the search field.
  2. Filter the report's period, the go to the small gear icon beside the export icon.
  3. Put a check-mark on the box beside Ship Date to include the column on the report, then tap on Run report to refresh the page.
  4. To show just only invoices on the report, click on the Customize button.
  5. Tap on Filter, then select Invoice from the Transaction Type drop-down.
  6. Hit Run report
  7. To sort the report's order, pick either Ascending order or Descending order form the Sort drop-down.

On the other hand, we won't be able to run the report with customers' emails into it. If you wish to, you can run the Customer Contact List report to view the customers' emails. Then, you may export both reports to Excel and customize it from there.

 

For additional reference about running and customizing reports in QuickBooks Online, read this article: Run reports.

 

As always, you can memorize your reports top save you with the current customization settings.

 

Let me know if you have any other questions. I'm always here to help. Have a good day!

Highlighted
Level 1

1. How do I create the invoice list by date report with customers emails in it? 2. how do I pull the invoice report by shipping date, not the invoice creation date?

thanks, but it does not help

Highlighted
QuickBooks Team

1. How do I create the invoice list by date report with customers emails in it? 2. how do I pull the invoice report by shipping date, not the invoice creation date?

Hello @frontdesk3,

 

You'll want to use the sales transaction page to create an invoice list. Let me walk through how.

 

  1. Go to Sales, then All Sales.
  2. Click the Filter drop-down and change the Type to Invoices.
  3. Change the Date according to your preference.
  4. Hit Apply.
  5. In the Sales Transactions page, click the Gear icon beside the Export icon.
  6. Mark the box next to Email and Ship date.
  7. You can snap the Printer icon to print the list, or Export icon to export the list to Excel.

I've added screenshots at the bottom.

 

While the invoice by shipping date report is unavailable, you can use the Transaction List by Customer report and include the ship date. Just follow the steps provided by my colleague @Angelyn_T to pull up the report. Also, I'll be sending a product request to our engineers about this feature. They can consider this option added in the future update.

 

Feel free to visit our blog to read the latest news and update of QuickBooks. Here's the link: The QuickBooks Blog.

 

Let us know if you need help with anything else. The Community has your back. Thanks for reaching out and have a good day.

 

 

 

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