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May 11, 2022
Question

In the Invoices screen, how can I see invoices created in years earlier than the previous year? The filter does not allow viewing anything earlier than the previous year?

  • May 11, 2022
  • 1 reply
  • 1 view
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1 reply

Rose-A
Level 10
May 11, 2022

Thanks for checking in with us, garry-jowett. I'd be pleased to help you see the invoices created years earlier than the previous year.

 

To ensure you can see all the invoices from the years earlier, you can use the Magnifying Glass 🔍 icon or Advanced Search to find the transactions you're looking for.

 

Here's how:

 

  1. Click the Magnifying Glass 🔍 icon and select Advanced Search.
  2. Select Invoices for the transaction type and filer the date.
  3. Hit Apply.

 

This will show all the invoices created earlier than the previous year. See the sample screenshot below:
 

 

The following articles are good references. This will give you more information on how to search for a specific transaction, customer, and vendor name as well as searching custom fields in QuickBooks Online. Even if these articles are for QuickBooks Online US, the same process can be applied to your AU account:


Filter, search, and sort with custom fields.

Search for transactions.

 

This should get you moving today, garry-jowett. Don't hesitate to let me know if I can be of additional assistance while working in QuickBooks. I'm always here to keep helping. Have a good one!