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How do you run an Open Invoice Report by a specific person that created the Invoice

 
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QuickBooks Team

How do you run an Open Invoice Report by a specific person that created the Invoice

We can customize your Open Invoice report to show the user who created it, @victoria-bass.

 

Then, export it to excel so you can sort it by a user. Let me show you how:

 

  1. Go to the Reports menu and search for an Open Invoice report.
  2. Click Customize and go to Rows/Columns.
  3. Check the box for Created by, then select Run report.
  4. Once done, let's export this transaction by clicking the Export icon. (It's on the left side of the small Gear icon.)
  5. Select Export to Excel and sort it out by a specific person.

 

You can customize other reports in QuickBooks Online to focus on the information that matters most to your business. Then, save its customization settings by memorizing them.

 

Should you have any further questions or concerns about modifying your reports in QuickBooks, simply tag my name in the comment section so I can provide you assistance.

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