QuickBooks Tip – Quick Report on Transactions
Using QuickBooks, how do I get a report of all invoices? How can I see the Sales Receipts (checks, bills, estimates, etc.) that I have entered into QuickBooks? You can get a report on transactions several ways, but I’ll share a quick and easy way to do it in QuickBooks. It is surprising how many people overlook the Transactions tab in the centers.
In the customer (or vendor or employee) center in QuickBooks, click on the Transactions tab as shown. Then, you can select which type of transaction (Invoices in this example), filter and select the date desired. You can sort by clicking on the column heading (by Num in this example) and you will see a total too. Then, you can print or export the report if needed.
Now, be honest how many of you overlooked or forgot about the Transactions tab? Make sure to share it with your clients or others — they will appreciate it!