Open Invoice Report

Forum|Forum|7 years ago
February 7, 2019
1 reply
0 views

Hi Everyone. Newbie here. How do I set up a report showing open invoices in date order rather than customer order? I need to produce a report that shows all outstanding invoices for 2018.

Best answer by Rosieb

Thank you so much AlcaeusF. I've spent most of the pm chatting to QB and you solved my problem in minutes. Very much appreciated. Thank you.

AlcaeusF

Level 14

Hello and welcome to the Community, Rosieb.

I'd be glad to help run the report you need for open invoices in QuickBooks Online.

Here's how:

On the left panel, click Reports.
In the search bar, type in Transaction and select Transaction List by Date.
Click Customise.
Choose a date range.
Go to Filter.
Put check mark beside Transaction Type.
Select Invoice.
Put a check mark beside A/R Paid, and select Unpaid.
Click Run report.

I'm adding some screenshots below for your visual reference:

Please be sure to reach out to me if you need additional assistance regarding the report. I'm always here for you.

RosiebAuthorAnswer

Thank you so much AlcaeusF. I've spent most of the pm chatting to QB and you solved my problem in minutes. Very much appreciated. Thank you.

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