How to View a List of Invoices in QuickBooks
By Avery Martin
For many functions that you need to perform when running your business, you need to run a report. Reports are extremely versatile and allow you to create lists of finances, products, customer data and invoices. You can create a broad report to search for all invoices or limit your invoice lists to specific customers and dates using filters. The basic invoice report that shows a list of unpaid invoices and statement charges can be accessed using a preconfigured report. Once you create this report, use filters to further customize and refine your results.
Click the "Reports" menu, "Customers & Receivables" and "Open Invoices." This shows you a list of all unpaid invoices and statement charges by customer and job.
Click the "Customize Report" button.
Select the "Filters" tab and choose "Class" from the scroll box.
Select the "Class" drop-down menu and then choose "Multiple Classes."
Choose any billing partners you want to filter and click "OK." Click "OK" again in the Modify Report window.
Create new filters by selecting the "Customize Report" button and the "Filters" tab. Choose one of the available filters -- you can filter by accounts, dollar amounts, customers, vendors, employees or another option from the list.
Information in this article applies to QuickBooks 2013. It may vary slightly or significantly with other versions or products.
Avery Martin holds a Bachelor of Music in opera performance and a Bachelor of Arts in East Asian studies. As a professional writer, she has written for Education.com, Samsung and IBM. Martin contributed English translations for a collection of Japanese poems by Misuzu Kaneko. She has worked as an educator in Japan, and she runs a private voice studio out of her home. She writes about education, music and travel.