Can you include recurring invoices in the invoice list report?

Thank you for posting here in the Community, @sam95.

To view your recurring transactions in QuickBooks Online (QBO). You can pull up the Recurring Template List report, this will show the recurring transactions or templates you’ve created. 

Here’s how:

1. Click on Reports at the left pane.
2. From the search bar, enter Recurring Template List.
3. Select the report to open it. 

For additional information about the recurring transaction in QBO, you may check these articles: 

• Create templates for recurring transactions 
• Add recurring transactions

Also, learn more about the What's new in QuickBooks Online-May 2020: Introducing this month’s list of updates such as Dashboard Cash Flow widget, New online Bill Pay, and more. Please visit our QuickBooks Blog for more details. 

I'll be right here to help you if you have any other questions about recurring transactions, don't hesitate to add a reply below. Stay safe and take care always. 

Hello, thank you for the reply.

I was mainly curious if there's a way to see it in the invoice list report?

I appreciate your prompt response, @sam95.

As an additional insight, the Invoices tab from the Sales menu can only display data up to the last 365 days of your transactions and the last 30 days of paid invoices. 

As an option, you'll want to run the Transactions List by Customer report instead and specify the date to view all of your invoices. Here's how: 

1. In the Reports menu, enter Transaction List by Customer Report in the search bar. 
2. Click Report period drop-down, pick Custom, and select the date of the invoice you want to see.
3. Select the Customize button, then click Filter. 
4. In the Transaction Type drop-down, select Invoice.
5. Click Run Report.

You can now view all the invoices including the recurring ones for that specific preiod. 

To learn more about how to filter and focus on the things you'll want to display in the report, read through this article: Customize reports in QuickBooks Online. 

You can also search for related topics and discussions on the QuickBooks Q&A page. For help articles, visit the QuickBooks Online Article hub to look for some easy steps about your business tasks such as banking, reports and accounting, year-end guides, and more. 

As always, you can come back and count on us here in the Community should you need more help. Take care.

@katherinejoyceO That gets me one step closer to what I want. There is no option for "Transaction List by Customer." I have by donor though. I ran that using the other steps you had but it still wouldn't show my recurring invoices that haven't occurred even though it went through the end of the year.

Hi there, @sam95.

The Transaction List by Donor or Invoice List report should show the recurring invoices. However, it depends on the type of recurring transaction. Let me clarify things and help you from there.

Just to clarify, are these recurring invoices are set as a Reminder? If so, those transactions won't show in the report. But you can consider running and customizing both the Recurring Template List and Transaction List by Donor report. This way, you'll see the recurring invoices and the invoice transactions.

You can follow the detailed steps share by my colleagues above to run both reports.

Just in case you want to export these reports to Excel, feel free to check out this article for more details: Export reports, lists, and more.

Please keep in touch if there's anything else I can do to help you succeed with QuickBooks. I've got your back. Have a great day and keep safe.

@Mark_R Can you run the recurring report to show you the transactions by class?