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Hi there, @bschrader.
Thank you for reaching out to Community. I'm happy to assist with your report.
For this, there is a way that you can show all invoices for a specific month, both opened and closed. We will run a transaction detail report and customize it to only show invoices.
Let's get started:
I've included screenshots below for a visual reference of the steps:
That's all there is to it. If you have further questions, feel free to reach back out anytime. Have a great week ahead!
Hi there, @bschrader.
Thank you for reaching out to Community. I'm happy to assist with your report.
For this, there is a way that you can show all invoices for a specific month, both opened and closed. We will run a transaction detail report and customize it to only show invoices.
Let's get started:
I've included screenshots below for a visual reference of the steps:
That's all there is to it. If you have further questions, feel free to reach back out anytime. Have a great week ahead!
Sorry i cannot find the Transaction Detail from Custom report , how can i do?
Hello there, EmilyZhan.
It's possible that there are data issues within the company file that's why there are options in the reports menu that doesn't display. We can perform the Verify and Rebuild data to resolve most data integrity issues.
Let me show you how:
For the step-by-step guide on how to verify and rebuild the data, you can check out this article: Verify and Rebuild Data in QuickBooks Desktop.
As an alternative, you can run the Transactions List by Customer that also gives you the same details as the Custom Transaction Detail report. Go to the Reports menu and choose Customers & Receivables and then click Transaction List by Customer. After that, you can follow the steps given by my colleague on how to customize the report showing the Paid Status.
I'm just here if you need more help. You take care always and have a great day!
Hi Tori!
Is there a way to create an easily accessible visual for this specific report in order to visually compare invoices sent out month to month, regardless of payment status?
Joining this thread, AndieAdmin.
The option for this report isn't available for now. We want to know your thoughts about the specific report you need. Since this is important for your business, I encourage submitting feedback about this. Rest assured our Product team is aware of this and is working on implementing this in the future.
Here's how:
In addition, these articles will give you the list of data you can export or the visual you want to create:
By the way, if there are any features you'd like to learn more about, our Community articles can come in handy.
Feel free to drop a comment below if you have other questions. I'm always happy to help. Take care
How can we get a report for the Invoice, not email or sent in QuickBooks?
I have steps on how to know if the invoices weren't sent or emailed yet in QuickBooks, SP47. Happy to outline the detailed steps with you to achieve your tasks.
All QuickBooks versions allow you to check if your invoices were sent or emailed, depending on your email program. To view the history of a specific invoice, follow the steps below:
To view the history for multiple invoices, check out this link for more details: Verify that an invoice was emailed and read by the recipient.
Once you send them, you see them in the Sent Email tab at the bottom half of the customer profile. See the sample screenshot below for your reference:
I'm also adding this resource to know more about how QuickBooks generates reports and displays data based on a set of instructions: Understand reports. It also includes the complete list of available reports that you can run and their description.
Let me know if you have other concerns with managing reports in QuickBooks. I'll get back to you right away. Have a great day.
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