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bexmg
Level 3

Search invoices older than one year

I am cleaning up some old invoices in our files. I have in the past been able to do a search for any invoice and it will come up. Now, beside the Date Filter it has 8/23/2019--and has no option for searching back further. When did this change? And more importantly, how can I get this option back???? Thank you.
Solved
Best answer August 23, 2021

Best Answers
MichelleBh
Moderator

Search invoices older than one year

I'll be there to help you at every stage, @bexmg.

 

Getting your old invoice in QuickBooks Online is my top priority here. Thus, you can review the past transactions quickly. 

 

QuickBooks has recently updated certain options and filter buttons for up to 2 years backwards. That's why, you're unable to search the invoices back further. Also, there's no specific time when the updates start. To know about what's new in QuickBooks, please visit this article: QuickBooks New Features and Innovations.

 

As an alternative, I'd recommend running the Transaction List by Customer report in your account. Then customize the date to show your old transactions. Let me show you how. 

  1. Go to the Report tab on the left side. 
  2. Type the said report in the search box, then click the Customize button.
  3. Pick either All Dates or Custom in the Report period drop-down.
  4. In the Transaction Type, choose Invoice
  5. Filter the necessary fields and hit Run report

 

For more details about customizing, check out this link: Customize reports in QuickBooks Online

 

I've also added some articles on how to send invoice links over SMS or messenger and memorize different reports in your account. 

 

 

If you happen to have any observation to QuickBooks features or tabs, please let me know. I look forward to working with you again. Stay healthy and fit. 

View solution in original post

1 Comment 1
MichelleBh
Moderator

Search invoices older than one year

I'll be there to help you at every stage, @bexmg.

 

Getting your old invoice in QuickBooks Online is my top priority here. Thus, you can review the past transactions quickly. 

 

QuickBooks has recently updated certain options and filter buttons for up to 2 years backwards. That's why, you're unable to search the invoices back further. Also, there's no specific time when the updates start. To know about what's new in QuickBooks, please visit this article: QuickBooks New Features and Innovations.

 

As an alternative, I'd recommend running the Transaction List by Customer report in your account. Then customize the date to show your old transactions. Let me show you how. 

  1. Go to the Report tab on the left side. 
  2. Type the said report in the search box, then click the Customize button.
  3. Pick either All Dates or Custom in the Report period drop-down.
  4. In the Transaction Type, choose Invoice
  5. Filter the necessary fields and hit Run report

 

For more details about customizing, check out this link: Customize reports in QuickBooks Online

 

I've also added some articles on how to send invoice links over SMS or messenger and memorize different reports in your account. 

 

 

If you happen to have any observation to QuickBooks features or tabs, please let me know. I look forward to working with you again. Stay healthy and fit. 

View solution in original post

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