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July 31, 2022
Question

Once loaded an invoice, how do you view it from the main menu?

  • July 31, 2022
  • 1 reply
  • 3 views
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1 reply

MichelleBh
Level 8
July 31, 2022

You can view your loaded invoice on various pages in QuickBooks, @karl-deans-shine. I'd be delighted to guide you and go over the specific steps required to complete your task with you.

 

You can examine the loaded invoices on the Invoices page, Customer Transaction List, or Report

 

Here's how: 

 

  1. Go to the Sales menu on the left side. 
  2. Select the Invoices or Customer tab one at a time. 
  3. Click the customer name and review the transactions. 
  4. Filter the Status and Date to see the specific data. 
  5. Hit the small gear icon on the upper right corner to add columns. 

 

To pull up a report, complete these steps:

 

  1. Go to the Reports menu. 
  2. In the Sales and Customers section, you can run the Transaction List by CustomerInvoice List report, and more. Click here to know the different reports available in your account. 
  3. Select the Customise button and filter the appropriate data. 

 

For more details on how to personalise a report, check out this link: Customise reports in QuickBooks Online.

 

Moreover, visit these links below to learn how to download invoice template and customise sales forms in QuickBooks: 

 

 

Feel free to leave a message below if you require assistance with invoices in QuickBooks. I'm here and would be delighted to share my experience with you. Take care always.