Hello! I'm sorry if the title isn't very clear, but I haven't had much experience with QuickBooks. My boss wants me to create a list of all customers that have unpaid invoices.
My boss and I would appreciate any assistance in this matter, as I've tried doing research on my own (we own a copy of QuickBooks for Dummies 2020) but all information I've found online has been either outdated or I'm unable to do what they've described.
Again I'm sorry for any inconvenience!
I’m here to help you create a list that has unpaid invoices, @marshal_lane.
QuickBooks Offers varieties of features to suit your business needs. You can generate Open Invoices or Customer Balance Summary report to show unpaid invoices and then export them to Excel.
These reports give you a comprehensive view of all invoices grouped by the customer and the job. This way, you can quickly see the name of the individual or business you've invoiced and the amount they need to pay.
Here’s how:
This reference about customizing reports will provide depth information about our report features. You can select them each to learn more.
Let me know if you need further assistance with the reports. I’m always here to help you out. Have a great day!
Wow! That really helped, thank you.
Before your answer I had just created a transaction list by date in a report and then added the date, num (which contained the invoice #), name, paid status (set to unpaid) and amount. Thank you so much for taking the time to respond!
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