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dm5
Level 1

Can i filter specific date while seeing sales invoices?

how to add date range to see invoices booked in laast year
1 Comment 1
MichaelDL
QuickBooks Team

Can i filter specific date while seeing sales invoices?

Ask and you shall receive, @dm5.

 

Sales Invoices can easily be filtered to only display in a certain date range, here's how:

 

Filtering the Invoice List

  1. From QuickBooks Online, navigate to the Sales tab > All Sales section.
  2. Click the Filter ▼ menu to open it. Enter a beginning and end date under From and To to add a date range.
  3. Select Apply to filter the list.

We also offer an awesome guide on filtering and sorting lists that I'm sure you'll find helpful. I'm also including a short video demonstration below in which I filter an invoice list:

 

By doing this, you'll narrow any given list of invoices down so that only ones with an invoice date falling in your entered date range will display. Please touch base with me here should you have any additional questions or concerns, the Community will always have your back. Thanks for reaching out and take care.

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