A custom wants a list of invoices that are 3 years old. Even though he paid it is marked open. I can't figure out a way to see those invoices. Please help

Hi, @americandriverinisrael.

In QuickBooks Online (QBO), we can generate a list of invoices from 3 years ago. Since QuickBooks doesn't directly filter invoices by payment status, we can run an Open Invoices or Invoice List report to determine whether the invoices are still marked as open.

Here's how:

1. Go to the Reports menu then select Standard Reports.
2. Enter the report in the Search field.
3. Set the Report Period to cover the date range from 3 years ago.
4. Use the Filter to setup a specific customer.

If the invoices you refer appear in Open Invoices report, it's possible that the payments were only partially applied, which is why they still show up. If the invoice shows an amount due in the Invoice List report, it's truly open. Unsettled invoices remain marked as open in QuickBooks.

To fix this, open the individual invoices from the list and verify whether the payments were indeed received. If not, apply the payment properly to close the invoices.

Here's how:

1. Go to the +Create menu and select Receive Payment.
2. Select the customer from the drop-down list.
3. Apply the payment amount to the outstanding invoice, ensuring that the entire balance is applied.
4. Click Save and Close.

QuickBooks will automatically update the payment status to Closed and remove it from the open invoice list.

It's also important to ensure that the payment received was properly categorized and assigned to the Accounts Receivable account. If the payment is categorized incorrectly, QuickBooks will still consider the invoice unpaid because the transaction won’t offset the A/R balance. The invoice’s open status is directly tied to the payment being correctly posted to the A/R.

If you have more questions or concerns, please leave a reply below. We'd be glad to help.