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jcetnie83
Level 1

How do I see my income/invoices paid from 1/1/2020 to 12/31/2020?

 
Solved
Best answer January 06, 2021

Best Answers
Catherine_B
QuickBooks Team

How do I see my income/invoices paid from 1/1/2020 to 12/31/2020?

Hi there, jcetnie83.

 

You can filter the transaction list to Income and set a custom date. Let me show you how:

 

  1. Log in to https://selfemployed.intuit.com/.
  2. Go to the Transactions menu. 
  3. From the filter options under Type, select Income
  4. Select the bank and under the date, click Custom date. Change the Start and End date.
  5. Click Apply.

When the page refreshes, you have the option to export the list to Excel. From there, you can remove those that aren't invoice payments. Just click the export icon above the ACTION column.

 

Feel free to look into these resources for more details in handling your transactions: 

 

Let me know if you need anything else. I'd be glad to help. Take care!

View solution in original post

1 Comment
Catherine_B
QuickBooks Team

How do I see my income/invoices paid from 1/1/2020 to 12/31/2020?

Hi there, jcetnie83.

 

You can filter the transaction list to Income and set a custom date. Let me show you how:

 

  1. Log in to https://selfemployed.intuit.com/.
  2. Go to the Transactions menu. 
  3. From the filter options under Type, select Income
  4. Select the bank and under the date, click Custom date. Change the Start and End date.
  5. Click Apply.

When the page refreshes, you have the option to export the list to Excel. From there, you can remove those that aren't invoice payments. Just click the export icon above the ACTION column.

 

Feel free to look into these resources for more details in handling your transactions: 

 

Let me know if you need anything else. I'd be glad to help. Take care!

View solution in original post

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