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On my old Peachtree program I was able to print off a list of invoices and have them sort by either date or invoice number (or basically anything else I wanted to). How do I go about this in QB? The closest thing I could find was to "sales by customer summary" - but I dont think there is any order to this at all.
I know I'm probably missing something simple!
Thanks
Solved! Go to Solution.
You can do this by running a report in Quickbooks for MAC
Report > Custom transaction detail report
We need this report to show invoices, so click on filters and match the settings as follows
Account: All account receivables
Posting type: Posting
Transaction Type: Invoice
You can customize this report to show invoices which are Open, Closed or either by selecting Paid Status from the list.
After this you can simply click on Num on the header of the list to sort the report in ascending order. Also to customize / select columns click on Options
hope this helps
You can do this by running a report in Quickbooks for MAC
Report > Custom transaction detail report
We need this report to show invoices, so click on filters and match the settings as follows
Account: All account receivables
Posting type: Posting
Transaction Type: Invoice
You can customize this report to show invoices which are Open, Closed or either by selecting Paid Status from the list.
After this you can simply click on Num on the header of the list to sort the report in ascending order. Also to customize / select columns click on Options
hope this helps
It only works for MAC?
I need the same report on pc version
You can use find (Edit menu > Find, or Ctl F), click on Advanced, click on Filter, on the left, Transaction Type = Invoice. Set your Date Range. Use the Find button. Now you can use the Report button.
And you can always run a Report on AR, filter on Transaction Type = Invoice.
And sales reports or customer transaction reports, again, filter on Invoice.
Pleased to have you here, @CaroG.
QuickBooks Desktop offers a wide variety of reports to suit your business needs. Allow me to share additional information about generating reports to show your customers list of invoices.
Transactions List by Customer and Sales by Customer Detail are two reports that you can filter and run to show a detailed information on the invoice transactions recorded in the system.
Here's how to access those reports:
To customize, here's how:
That should do it! This should allow you to generate any report for your business needs. Have a great day ahead!
This works on PC too. Just used it! :)
P.S. if you want Sales Receipts to appear use the filer "All Current Assets" instead of A/R and select multiple Transactions types: Invoices and Sales Receipts .
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