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Be able to get histories for invoices, payments and reports to go back 3 years.

 
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Be able to get histories for invoices, payments and reports to go back 3 years.

The reports you can pull up depend on the subscription you subscribed, ednaschneider76.

 

Regarding the report for the invoices and their associated payments, it is only available in QuickBooks Online Plus. You just need to make sure you set the correct date range. Here's how to do it:

  1. Click Reports on the left menu and search Invoices and Received Payments.
  2. Change the date range in the Report period fields.

If you're using the other subscriptions, we have alternative reports that we can customize such as Transaction List by Customer  or other sales report. Afterwards, you can memorize the customized report or export it to Excel.

 

Let me know if you have additional queries about the reports. I'll guide you more. Have a great day!

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