Reports - Invoices and Received Payments

yvette_barbosa · ‎February 06, 2024

I am able to sort by different things in most reports, but in my Invoices and Received Payments Report, the dates are all over the place, not by invoice date, payment date, or invoice number. Its just random it seems.

RogelioL · ‎February 06, 2024

Hello, @yvette_barbosa.

Currently, we can't sort the Invoice and Received Payments report date in QuickBooks Online (QBO). But the good news is that QBO recognizes feedback from our customers, and our product engineers might consider adding this feature to further improve your experience with QuickBooks.

Here's how:

Go to the Gear icon, located at the top right corner.
Select Feedback.
Enter your suggestions/comments and click Submit.

Your feedback will be so much valued. You can also track the status of your proposition in our customer Feedback for QuickBooks Online.

In the meantime, you can visit our QuickBooks Blog for the latest innovations and product news.

Additionally, I've added this article that can help you learn how to personalize your reports: Customize reports in QuickBooks Online.

Feel free to reach out if you have further concerns about your Invoice and Received Payments report or any QuickBooks-related queries. Stay safe.

View solution in original post

seelyes · ‎February 06, 2024

It's sorted by Customer and then by Transaction in Descending Date order.

The link below will show you how to use it to generate a Average Days Sales report in Excel.

https://www.dropbox.com/scl/fi/isz3mjz8guwtqiwurx05i/AverageDayExample.xlsx?rlkey=8fvktm5xb5pg03bsfh...

RogelioL · ‎February 06, 2024

Hello, @yvette_barbosa.

Currently, we can't sort the Invoice and Received Payments report date in QuickBooks Online (QBO). But the good news is that QBO recognizes feedback from our customers, and our product engineers might consider adding this feature to further improve your experience with QuickBooks.

Here's how:

Go to the Gear icon, located at the top right corner.
Select Feedback.
Enter your suggestions/comments and click Submit.

Your feedback will be so much valued. You can also track the status of your proposition in our customer Feedback for QuickBooks Online.

In the meantime, you can visit our QuickBooks Blog for the latest innovations and product news.

Additionally, I've added this article that can help you learn how to personalize your reports: Customize reports in QuickBooks Online.

Feel free to reach out if you have further concerns about your Invoice and Received Payments report or any QuickBooks-related queries. Stay safe.

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Reports - Invoices and Received Payments