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klzeller
Level 1

How do I find invoices under a specific customer?

 
1 Comment
MichaelDL
Content Leader

How do I find invoices under a specific customer?

Happy Monday, @klzeller.

 

I'll be more than happy to show you how to find your customer's invoice list, just follow the instructions below:

 

Searching for invoices by customer

  1. From QuickBooks Online, navigate to the Sales tab and the Customers section.
  2. Click on the name of the customer whose invoices you'd like to see.
  3. Below you'll find a complete list of this customer's transactions. You can click the column headers to sort them (by date, for instance), or use the Filter menu to help narrow the information.
  4. Click any Invoice on the list to open or edit it.

Here's a quick video example in which I drill down to a customer's invoices, sorted by date:

 

By doing this, you can find any customer or vendor transaction without a moment's delay. I'm also including our detailed guide on searching for transactions that you may find helpful. Please keep in touch with me here for all of your QuickBooks questions, I'm always up to lend a hand. Thanks for reaching out, wishing you and your business continued success in every future endeavour. 

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