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bsouthardgmail
Level 1

How do I find invoice list?

How to find the invoice list - I need to create an invoice for the same customers with different dates
1 Comment 1
AlcaeusF
Moderator

How do I find invoice list?

Hi @bsouthardgmail,

 

Welcome to the Community. I can help you find the invoice list in QuickBooks Online.

 

You can view all your invoices under the Sales section of your account. There's a specific tab for this type of transaction you created for your customers.

 

Here's how:

 

  1. On the left navigation bar, click Sales.
  2. Go to the Invoices tab.
  3. Choose the necessary options from the Status and Date drop-down.
  4. View the invoice list. 

 

Also, I recommend using the Copy feature (available for invoices and estimates) to avoid re-entering the details all over again. You can see this option by opening an existing invoice in QuickBooks.

 

Please follow these steps:

 

  1. On the left navigation bar, click Sales.
  2. Go to the Invoices tab.
  3. Find the invoice you want to create a duplicate with a different date.
  4. Press the drop-down arrow under the Action column, then select View/Edit
  5. Click More at the bottom and select Copy
  6. Choose a customer.
  7. Change the date.
  8. Hit Save and close.

 

You can also check this article for more details about creating invoice templates, as well as how to create a custom logo for your sales forms in QuickBooks: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Fill me in if you have more questions about viewing sales transactions. I'm always here to help. Take care always.

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