How to Keep Track of Invoice Numbers in QuickBooks

By Avery Martin

QuickBooks can assign invoice numbers for more effective tracking.
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QuickBooks provides a comprehensive search function with an option to search by invoice number. If you don't know the invoice number, you can also use the search feature to find an invoice by the customer's name, invoice amount or date. Advanced search options include the ability to search for information recorded into notes, descriptions and memos. If you want to view all invoices in order by number, you can use the reporting menu to sort and track invoices.

Search by Invoice Number

Click the "Edit" menu, and select the "Search" option.

Type the invoice number, customer name or other relevant data into the "Search" field.

Press "Enter," and select the invoice you want to view. If you want to further refine your search, select the "Amount" or "Date Range" fields to select an invoice amount or date range.

Invoice Report

Choose the "Reports" menu, click "Customer Reports" and then select "Transaction Detail."

Click the "Display" tab.

Select "Date Range," and choose a time period to display transactions. For specific dates, select the "From" and "To" fields, and input the exact dates.

Select the "Sort By" option, and choose "Num."

Select the "Filters" tab.

Select the "Transaction Type" menu, and choose "Invoice."

Click "OK" to run the report, and select "Memorize" if you want to save the report.


Information in this article applies to QuickBooks 2013. It may vary slightly or significantly with other versions or products.