how to run a point in time outstanding invoice report

Hello there, @dLearned. Allow me to help you run a report that shows all your open invoices.

You'll need to pull up an Open Invoices Report to see all the open invoices. You can use the Filter feature to view open invoices under a specific date.

To begin with, here’s how:

1.  On the left panel, click Reports.
2.  In the search bar, type in Open and then select Open Invoices.
3. Click Customize and then choose a date range.
4. Change the Aging method to Report Date.
5. Go to Filter and then put a check mark beside A/R Paid and then select Unpaid.
6. Click Run Report.

In case you want to print a copy of the report, click the Printer icon beside the Envelope icon.

For visual reference, please refer on the screenshot below.

Let me know if you have other QuickBooks related question. I’d be more willing to help you sort it out. Keep safe!

Thank you!  It was the "unpaid" that was problematic I think.

Now, is there a way to produce the same report but with product detail OR with sales tax included?

Good to see you back, dLearned.

In QuickBooks Online (QBO), we have the Sales by Location Detail that you can run. We can customize the report to show all paid and unpaid invoices together with the Product/Service and Tax amount. 

To run the report to have what you need. Let me show you:

1. In the left menu, click Reports.
2. Go to the Reports tab.
3. Type in Sales by Location Detail in the search bar.
4. Click the Customize button.
5. Set the Report period.
6. In the Row/Columns section, select Date, Transaction Type, Num, Product/Service, Memo/Description, Qty, Sales price, Amount, Balance, A/R Paid, and Tax Amount.
7. In the Filter section, choose Invoice for the Transaction type.
8. Select Run report.

That's it! You'll have the data you're looking for dLearned.

To learn more about running reports in QBO, visit these articles:

• Run reports
• Customize your reports in QuickBooks Online

If you need further assistance in managing your account, leave me a comment below. It's always a pleasure to help you. Take care.