Other questions

It’s concerning that after all your efforts with the filter settings, you're still seeing inconsistencies, Cbkehrli. Let's figure this out and get all your invoices readily accessible.

Have you followed the suggested browser troubleshooting steps shared by my peer above? If not, I suggest you do so. 

It's important to know that when your browser accumulates too much historical data, it can cause unexpected behavior within the program, leading to display issues. Clearing them will help maintain browser speed and efficiency.

We recommend using Google Chrome when using QuickBooks Online (QBO) to avoid issues and ensure a smooth accounting experience. To find out more about what computer and supported browser you need, check out the system requirements for QuickBooks Online. 

Regarding the filter test, instead of choosing "Year round date" or "Year to date", let's set a custom date range that covers a specific or broader period. Before doing so, ensure that the actual invoice dates were correctly entered when creating those invoices. Incorrect date entry can cause them not to show up in the expected range.

Here's how you do it:

1. Go to the Sales menu and click All Sales.
2. Filter the Type to Invoice and select Custom dates to search a specific date range.
3. Hit Apply to display the transactions.
   
   

If your invoices aren’t showing up as expected for the specified dates, set the filter to "All transactions". This will help us determine if the issue is specific to invoices or affecting other transaction types as well.

If the issue persists even after doing all the suggestions, I recommend reaching out to our Phone Support team. They can thoroughly investigate your situation if there are any technical issue that requires their assistance. They can help diagnose and resolve issues from their end. 

Here's how to contact them:

1. Log in to your QBO account and click the Help icon.
2. On the Search tab, enter your concern in the Search field.
3. Click the Contact Us button, then choose either Schedule an appointment, Chat, or Callback.

Be sure to review their support hours so you'll know when agents are available.

Moreover, you might want to generate a report to view your invoices or other sales forms to ensure that your records and finances remain accurate.

Need assistance with organizing transactions and managing your finances? Our QuickBooks Live Expert Assisted team offers personalized support, guiding setup, and overall financial management. You can partner with them for tailored advice and get the most out of your QuickBooks experience.

Your peace of mind is important to us, Cbkehrli, and we're committed to ensuring your QuickBooks experience is seamless and reliable. If you have more questions or concerns about managing your invoices, you can always reply below. The Community team is always available to assist.