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March 14, 2024
Question

On the QB app, I'll search for a Customer, select Activity and then it's blank. Is there a date range filter? I want to see their previous invoices.Thanks.

  • March 14, 2024
  • 1 reply
  • 6 views
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1 reply

QuickBooks Team
March 14, 2024

It's great to see you here in the QuickBooks Community! I'm here to share steps to filter your customer's invoices by date within the QuickBooks App.

 

Here's how: 

 

  1. Click the three horizontal lines at the lower right corner of your screen.
  2. Select Invoices, then click the Search icon and enter your customer's name.
  3. Below the search bar, click on the Date to filter.
  4. Pick your desired date range to display the invoices.

 

Moreover, I recommend checking out this article on customizing your sales forms in QBO: Customise invoices, estimates, and sales receipts in QuickBooks Online.

 

If you have any further questions or need assistance with your invoices in the QB app, please feel free to contact us. Our Community is always ready to help.