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Marie5
Level 1

How can I view all past due invoices?

 
3 Comments 3
David-212915
QuickBooks Team

How can I view all past due invoices?

Nice to have you in the Community, @Marie5. I'd be glad to help with viewing past due invoices.

 

Here's how you can view past due invoices in QuickBooks Online: 

 

  • Select Sales on the left navigation menu and choose Invoices.
  • Click the orange Overdue Bar towards the top of the screen.

 

I've included a brief video to serve as an example of this:

 

 


Should you need to see invoices beyond the last 365 days, I recommend running the Account's Receivable Aging Detail Report. This report can group invoices based on how long they are past due. Here's how:

 

  1. Select Reports on the left navigation menu.
  2. Enter Account's Receivable Aging Detail in the Find report by name search box.
  3. Click it to select the report.
  4. Apply any desired customization and choose Run Report.

 

Please be aware that this report is only available in QuickBooks Online Essentials, Plus, and Advanced. For additional information on reporting in QuickBooks Online, I suggest the following article: Run Reports.

 

Should you have further questions about past due invoices, or anything else, please let me know. Take care.

jlmoore
Level 2

How can I view all past due invoices?

Hello, can you tell me how to do with DESKTOP 2019 please?

AlcaeusF
Moderator

How can I view all past due invoices?

Hello jlmoore,

 

Thank you for posting here in the Community. I can show you how to view all past due invoices in QuickBooks Desktop.

 

Here's how:

 

  1. Open QuickBooks Desktop.
  2. Click the Reports tab at the top menu bar.
  3. Click Customers & Receivable.
  4. Click Open Invoices.
  5. Click the drop-down arrow next to Dates, and select All.
  6. Click Customize Report.
  7. Go to the Filters tab.
  8. Below Filter, select Transaction Type.
  9. Filter Invoices.
  10. Click OK.

Here are some screenshots for your visual guidance:

 

 

 

You can also view open invoices directly from your Transaction List by following these steps:

 

  1. Click the Customers tab at the top menu bar.
  2. Click Customer Center.
  3. Go to the Transactions tab.
  4. Go to Invoices.
  5. Click the drop-down arrow next to Filter By.
  6. Select Open Invoices.
  7. Click the drop-down arrow next to Date.
  8. Choose All.

 

 

For more insights on how you can customize reports, I'm adding the article I recommend on this:

 

Customize reports in QuickBooks Desktop.

 

Please don't hesitate to come here with all of your QuickBooks needs, such as filtering past due invoices. The Community is here to ensure your success.

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