cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Created with Sketch. Find out how to upgrade your subscription, manage your password, view account fees, request a refund, and much more on our account management page.
Created with Sketch. If you're experiencing a bank error, check our Bank Feed Status page before you call support.
Created with Sketch. Visit this page to subscribe to QuickBooks Status notifications.
EE13
Level 1

Does anyone know how to find last year's invoice? im trying to see how much I invoiced one particular client.

 
Solved
Best answer May 28, 2019

Best Answers
LauraAB
QuickBooks Team

Does anyone know how to find last year's invoice? im trying to see how much I invoiced one particular client.

Hi EE13,

 

Welcome to the QuickBooks community! It's great to hear that you're using QuickBooks Self-Employed to manage your business finances.

 

The program doesn't have a built-in report to see these kinds of details, but there are a couple of ways to see the information you need. It requires a bit of searching on your part, but here are a couple of things you can try. It's best to use the browser platform in this case as the app version is more limited in its search options. Navigate to the Invoices section.

 

As you know, the Invoices area of the program is where you enter, edit, and see the invoices you have sent to customers. Using the different filters, you can see invoices with a particular status (e.g. closed or paid) or from a particular date, and you can use the search bar to type in customer names and other details.

 

My first suggestion is to use the Date filter to see invoices from Last year. This'll bring up all of your invoices, so you'd have to manually find and keep track of the invoices for a specific customer outside of the program to get your total.

 

My second suggestion is to use the search bar to type in your customer's name. In this case, all invoices you've ever sent to your customer will appear. This time around, you'll have to keep track of the dates and amounts manually outside of the program to find the total.

 

Self-Employed only recognizes one of these options at a time, which is why I've outlined them as two separate suggestions rather than one.

 

Your time is important, and I know these solutions aren't ideal. For more in-depth support for QuickBooks Self-Employed, get in touch with our dedicated support team via the Contact Us page. They may have more suggestions for you and they'll be able to help you with any other questions you have.

 

Enjoy the rest of your day!

View solution in original post

1 Comment 1
LauraAB
QuickBooks Team

Does anyone know how to find last year's invoice? im trying to see how much I invoiced one particular client.

Hi EE13,

 

Welcome to the QuickBooks community! It's great to hear that you're using QuickBooks Self-Employed to manage your business finances.

 

The program doesn't have a built-in report to see these kinds of details, but there are a couple of ways to see the information you need. It requires a bit of searching on your part, but here are a couple of things you can try. It's best to use the browser platform in this case as the app version is more limited in its search options. Navigate to the Invoices section.

 

As you know, the Invoices area of the program is where you enter, edit, and see the invoices you have sent to customers. Using the different filters, you can see invoices with a particular status (e.g. closed or paid) or from a particular date, and you can use the search bar to type in customer names and other details.

 

My first suggestion is to use the Date filter to see invoices from Last year. This'll bring up all of your invoices, so you'd have to manually find and keep track of the invoices for a specific customer outside of the program to get your total.

 

My second suggestion is to use the search bar to type in your customer's name. In this case, all invoices you've ever sent to your customer will appear. This time around, you'll have to keep track of the dates and amounts manually outside of the program to find the total.

 

Self-Employed only recognizes one of these options at a time, which is why I've outlined them as two separate suggestions rather than one.

 

Your time is important, and I know these solutions aren't ideal. For more in-depth support for QuickBooks Self-Employed, get in touch with our dedicated support team via the Contact Us page. They may have more suggestions for you and they'll be able to help you with any other questions you have.

 

Enjoy the rest of your day!

Need to get in touch?

Contact us