I am using QuickBooks Desktop Premier 2018. When I click on [Reports], a windows with report groups open. I don't find any [Invoice List] in the groups. There is a [List] group. However, inside the group, I don't find any report for invoice list.
We need a report that shows INVOICES PAID AND DATE in Desktop. We need to know when the invoice was paid in order to do commissions. Online has this. Desktop doesn't. PLEASE SEE ABOUT ADDING THIS. This is a problem. This issue is NOT solved.
Thank you for responding in this thread, mmitchell92019.
I understand important and convenient it is to have this kind of report in QuickBooks Desktop (QBDT).
You may submit a feedback or a product suggestion inside QuickBooks. Our product development team will receive it and possibly include it on the next updates.
Here's how:
Go to Help menu.
Choose Submit Feedback Online.
Select Product Suggestion.
In the meantime, we can use the Transaction List by Customer report and customize it to add a column that shows the paid status and the paid date.
Like this:
Go to Reports menu.
Choose Customers & Receivables, then Transaction List by Customer.
Modify the date.
Click on Customize Report button.
Under Columns section, type and search the keyword for Paid.
Yes, there's a way to view monthly paid invoices by sales rep in QuickBooks Online (QBO), @Mick11_2. I'll gladly share more on how you can do this below.
If you're using the QBO Plus version, you can track your sales by sales rep using either the Class or Location tracking features. You need to create your Class or Location list and add your salespeople to track their sales individually. Then, you'll have to select the salesperson associated when creating your transactions.
After that, you can pull up sales reports by Class or Location QuickReport and customize them to only display your paid invoices on a specific month. You can learn more about the process by checking out this article: Track sales in QuickBooks Online.
Also, QuickBooks gives you a variety of financial reports that tell you about the different aspects of your business. You may want to check out this article for an overview of how to run basic ones and what you can do more with them in QBO: Run reports in QuickBooks Online.
Let me know in the comments if you have other concerns about managing invoices by sales rep in QBO. I'm always ready to help. Take care, @Mick11_2.
Thanks for getting back. We dont have the plus version so is this still possible? If not can we upgrade our system to the plus version and keep all the information?
Many thanks
Mick
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