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Hello, crockettplumber.
I'd be happy to help you in acquiring invoice lists for 2021. We can run the Transaction Detail by Account report, customize the reporting period, and filter the details you want to display in the information.
Once the report has been customized, the list of invoices for 2021 and their totals will show up.
Here's how:
- From the Reports menu, select Reports.
- In the search bar, enter Transaction Detail by Account.
- Click Customize.
- Modify the Report period (2021) as well as the Filter. Under the transaction type, choose Invoices.
- Hit Run report.
To learn more details about personalizing reports in QuickBooks Online, I suggest checking out this article: Customize Reports.
Additionally, you can memorize the report so you won't repeat the same customization process. Then, you can find the saved information under Memorized Reports.
That should give you the details you need, crockettplumber. If you have more questions, add a comment or mention my name. I'm still here to offer my assistance.
