Created with Sketch.Learn about PPP and Loan Forgiveness, stay informed with the latest changes.
Created with Sketch.Questions about how to close your books for 2020? Visit our Year End Resources page.
Created with Sketch.New to QuickBooks or using a new product? Visit our Get Started resource page to help you get going.
Created with Sketch.Need to make changes to your account? Visit the Account Manager Portal.
cancel
Showing results for 
Search instead for 
Did you mean: 
Level 1

I need copied of my paid invoices to quickbooks for 2019 - any ideas?

 
1 Comment
QuickBooks Team

I need copied of my paid invoices to quickbooks for 2019 - any ideas?

You can find the lists of your paid invoices in QuickBooks Self-Employed in the Invoice window, @userkristaharrison

 

Please follow these easy steps:

 

  1. In QuickBooks, go to the Invoices menu.
  2. Select Paid in the Status field and choose Last year in the Date box. invoicelist2.JPG

 

For more info about this process, please visit this article: Create invoices in QuickBooks Self-Employed.

 

If you've categorized those paid invoices as income, you can see them under the Transaction menu. Here's how:

 

  1. Navigate to the Transaction menu.
  2. Choose Income in the Type field.
  3. Select Custom date and enter a Start date and End date. Example: 01/01/2019 to 12/31/2019.
  4. Hit Apply.
  5. Click the Export icon to download the data. invoicelist3.JPG

 

Then, to ensure that your transactions are organized and match the correct line on your Schedule C form, you may visit this article for more info: Categorize transactions in QuickBooks Self-Employed.

 

Don't hesitate to comment below if you have further questions about managing invoices in QuickBooks. Thanks for coming to the Community, wishing you continued success.

Need to get in touch?

Contact us