Report invoices send

Forum|Forum|1 year ago
November 4, 2024
1 reply
2 views

1 report to see in all invoices was send on a specific date

QuickBooks Online

RogelioL

Moderator

I can assist you in generating a report that displays the invoices you've sent with specific dates.

To achieve this, we can customize the Invoice List report.

Allow me to guide you through the process:

Head to the Reports menu, located on the left panel.
In the search tab, enter Invoice List.
Set the appropriate report period.
Select the Columns icon, then tick the Sent checkbox.
Select the Filter icon, then add another condition.
Pick Sent from the drop-down, then choose equals Yes.
Close the panel, then hit Save As if you want to memorize the current customization settings.

Here's a screenshot for your visual reference:

Once done, you might want to check out this article to learn how to print, email, and export your report: Run reports in QuickBooks Online.

Drop by anytime if you need more tips or guidance on running a report. I’d be happy to help you get the most out of QuickBooks.

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