It’s great to see you in the Community, stoverwoods.
Yes, you can see your invoices and sales from September 2020. Let’s run the Transaction List by Customer and customize it to achieve this task. I’ll help to make sure the process is a breeze for you.
Here’s how:
- Tap the Reports menu on the left panel and enter Transaction List by Customer in the search box.
- Click the Report period drop-down to choose Custom.
- Enter the correct date in the field boxes. For example, 09/01/2020 to 09/30/2020.
- From the Group by drop-down, select Transaction Type.
- Navigate to the Customize menu in the upper right to open the Customize report window.
- Press the Filter drop-down and click the Transaction Type drop-down to choose all your sales transactions.
This is how the report will look like after following these steps.
You can browse through this article to learn more about personalizing reports: Customize reports in QuickBooks Online. It contains instructions on how to apply multiple filters, save a custom report, and automate one.
Also, this guide provides detailed instructions on how to tailor reports that fit your specific needs: Common custom reports in QuickBooks Online.
Keep in touch if you still have questions about tracking sales and invoices. I’m always ready to answer them for you. Enjoy your weekend.