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I’m unable to find a way to adjust the filters on the dashboard so I can see all paid invoices for a longer period than 30 days. Is there a setting I’m missing?

 
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QuickBooks Team

I’m unable to find a way to adjust the filters on the dashboard so I can see all paid invoices for a longer period than 30 days. Is there a setting I’m missing?

Hi info835,

 

At this time, we’re unable to customize and adjust the filters on the QuickBooks Online (QBO) Dashboard page. You'll want to pull up a report to view all paid invoices. I'll guide you how.

 

  1. Go to Reports.
  2. Type in Transaction List by Customer in the search bar.
  3. Click Customize.
  4. Set the date under the Report period.
  5. Go to Filter and select Invoice as the Transaction Type.
  6. In the A/R Paid drop down-arrow, select Paid.
  7. Click Run report.

It's a great idea to memorize this report in QuickBooks Online. This helps save the current customization settings.

 

If you have further questions, please feel free to drop a comment below. I'll be happy to help.

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