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accounts receivable invoice report

How do I run a A/R report on what I billed out, by month.  ei; my invoicing for Jan, Feb, March and so on.

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Best answer 06-26-2019

Accepted Solutions
QuickBooks Team

Re: accounts receivable invoice report

Hello there, @kmdeland,

 

Let's run the A/R Aging Summary report and filter it to show billed invoices by month.

 

You can customize your reports in QuickBooks to show the information you need. Here's how:

  1. Click the Reports menu.
  2. Select Customers & Receivables, then A/R Aging Summary.
  3. Click Customize Report.
  4. Go to the Filters tab.
  5. Locate the Billing Status in the Choose Filter section.
  6. Select Billed from the Billing Status section.
    billedstatus.PNG
  7. Click OK.
  8. Once done, select the desired month from the Dates drop-down

To learn more about customizing reports, check this out: Customize reports in QuickBooks Desktop.

 

I've also added this article to know the workflow of your accounts receivable in QuickBooks Desktop: Accounts Receivable workflows in QuickBooks Desktop.

 

Feel free to update this thread if there's anything else you need with your A/R report.

1 Comment
QuickBooks Team

Re: accounts receivable invoice report

Hello there, @kmdeland,

 

Let's run the A/R Aging Summary report and filter it to show billed invoices by month.

 

You can customize your reports in QuickBooks to show the information you need. Here's how:

  1. Click the Reports menu.
  2. Select Customers & Receivables, then A/R Aging Summary.
  3. Click Customize Report.
  4. Go to the Filters tab.
  5. Locate the Billing Status in the Choose Filter section.
  6. Select Billed from the Billing Status section.
    billedstatus.PNG
  7. Click OK.
  8. Once done, select the desired month from the Dates drop-down

To learn more about customizing reports, check this out: Customize reports in QuickBooks Desktop.

 

I've also added this article to know the workflow of your accounts receivable in QuickBooks Desktop: Accounts Receivable workflows in QuickBooks Desktop.

 

Feel free to update this thread if there's anything else you need with your A/R report.