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Jualande
Level 2
posted
‎October 21, 2020 06:08 AM
last updated ‎October 21, 2020 6:08 AM

Invoices and Credit notes marked to be sent did not appear on our report (Saved or sent invoices and credit notes). The CN was ticked as verified in the audit history

 
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1 Comment 1
Mark_R
Moderator
Moderator
‎October 21, 2020 08:21 AM

Invoices and Credit notes marked to be sent did not appear on our report (Saved or sent invoices and credit notes). The CN was ticked as verified in the audit history

Don't sweat, @Jualande. Let me help make sure your sent invoices and credit notes show on a report.

 

May I know what specific report you're trying to pull up? This way, I can further assist you in customizing it.

 

For now, I suggest running the Transaction List by Customer report. And make sure the reporting period is correct. It's one of the possible reasons why your sent invoices and credit notes don't appear. 

 

Here's how:

 

  1. Click Reports from the left menu.
  2. Search for Transaction List by Customer report.
  3. In the Report period drop-down, select the date when the invoices and credit notes are created.
  4. Hit Run report.1.PNG

Once done, you'll be able to see the sent invoices and credit notes on the report.

 

Just in case you want to memorise this report, feel free to check out this article for the detailed steps and information: Memorise reports in QuickBooks Online.

 

Keep in touch if you need any more assistance with this, or there's something else I can do for you. I've got your back. Have a good day.

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