Can anyone assist me with running a report that shows all the customers that were billed in the 1st quarter? The quarter began August 1, 2025.

Yes, it can be set to a certain time period, depending on the specific type of customer invoice report you're generating in QuickBooks Online (QBO), Robin.

The Invoice Lists, Invoices & Received Payments, and Invoice Approval Status reports allow customization for a specific time period. Yet, the Open Invoices report only has preset options and a single 'as of' date filter.

To show all customers billed during your specified time frame, you can run an Invoice Lists report, as it allows you to filter by date and transaction type. It will show all invoices between August 1, 2025, and October 31, 2025, listing all customers who were billed in your first quarter.

Here's how:

1. Go to Reports on the left navigation bar.
2. Type Invoice Lists and select the report.
3. Pick the Custom dates option under the Report period menu.
4. Choose 08/01/2025 to 10/31/2025.
5. Refresh the report to apply the changes.

Open invoices have the full amount due under the Open Balance column and the remaining balance after any partial payments.

Hit the Reply button below if you have any questions about running these reports or need help interpreting the results.

Hello there, @Robin-Fenwick.

Just checking in to see if the solution we shared worked for you. Were you able to fix the issue using our suggestion, or are you still experiencing difficulties?

If you need any further help or clarification, please don't hesitate to reach out. I'm more than willing to provide additional support.