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Experienced Member

Print a report of invoices by invoice number or date made

On my old Peachtree program I was able to print off a list of invoices and have them sort by either date or invoice number (or basically anything else I wanted to).  How do I go about this in QB?  The closest thing I could find was to "sales by customer summary" - but I dont think there is any order to this at all. 

I know I'm probably missing something simple!


Thanks

Solved
Best answer 12-10-2018

Accepted Solutions
Not applicable

You can do this by running a report in Quickbooks for MAC...

You can do this by running a report in Quickbooks for MAC 

Report > Custom transaction detail report

We need this report to show invoices, so click on filters and match the settings as follows

Account: All account receivables

Posting type: Posting

Transaction Type: Invoice

You can customize this report to show invoices which are Open, Closed or either by selecting Paid Status from the list.

After this you can simply click on Num on the header of the list to sort the report in ascending order. Also to customize / select columns click on Options

hope this helps

6 Comments
Not applicable

You can do this by running a report in Quickbooks for MAC...

You can do this by running a report in Quickbooks for MAC 

Report > Custom transaction detail report

We need this report to show invoices, so click on filters and match the settings as follows

Account: All account receivables

Posting type: Posting

Transaction Type: Invoice

You can customize this report to show invoices which are Open, Closed or either by selecting Paid Status from the list.

After this you can simply click on Num on the header of the list to sort the report in ascending order. Also to customize / select columns click on Options

hope this helps

Experienced Member

You are awesome - thanks!!!

You are awesome - thanks!!!
Active Member

Re: You can do this by running a report in Quickbooks for MAC...

It only works for MAC?

 

I need the same report on pc version

Established Community Backer ***

Re: You can do this by running a report in Quickbooks for MAC...

You can use find (Edit menu > Find, or Ctl F), click on Advanced, click on Filter, on the left, Transaction Type = Invoice. Set your Date Range. Use the Find button. Now you can use the Report button.

 

And you can always run a Report on AR, filter on Transaction Type = Invoice.

 

And sales reports or customer transaction reports, again, filter on Invoice.

QuickBooks Team

Re: You can do this by running a report in Quickbooks for MAC...

Pleased to have you here, @CaroG.

 

QuickBooks Desktop offers a wide variety of reports to suit your business needs. Allow me to share additional information about generating reports to show your customers list of invoices.

 

Transactions List by Customer and Sales by Customer Detail are two reports that you can filter and run to show a detailed information on the invoice transactions recorded in the system.

 

Here's how to access those reports:

  1. Go to Reports.
  2. Choose Report Center.
  3. Select Customers & Receivables.
  4. Scroll down to the bottom, click Transaction List by Customer.

 

Slide3.PNG

 

 

  1. Click Reports.
  2. Select Reports Center.
  3. Choose Sales.
  4. Scroll down to the bottom, click Sales by Customer Detail.

Slide2.PNG

 

 

To customize, here's how:

  1. In the reports page, click the Customize Report button.
  2. Click the Filter tab.
  3. Scroll down to choose Transaction Type.
  4. Click on the drop-down arrow to select Invoice.
  5. Hit Ok.

Slide1.PNG

 

That should do it! This should allow you to generate any report for your business needs. ​​​​​​​ Have a great day ahead!

Community Contributor *

Re: You can do this by running a report in Quickbooks for MAC...

This works on PC too. Just used it! :)

 

P.S. if you want Sales Receipts to appear use the filer "All Current Assets" instead of A/R and select multiple Transactions types: Invoices and Sales Receipts .