//How to to run and customize the open invoices report in QuickBooks Online

How to to run and customize the open invoices report in QuickBooks Online

The open invoices reports in QuickBooks Online displays a list of all customers that haven’t paid in full. This report will link to the Accounts Receivable of the Chart of Accounts. A common mistake for small business owners is to forget the past work they performed for their customers. The may have sent an invoice out to a customer but got so busy serving other customers they forget to collect payments. A business owner who is not organized in collecting customer payments in a timely manner will threat his own chances for existing. The good news is that QuickBooks Online will not forget which customers still have invoices not paid in full.

To run the open invoices report:

Step 1: Click Reports on the left navigation bar

Step 2: Scroll down to the “Who owes you” section and click Open Invoices or type open invoice in the search reports bar

open invoces quickbooks

The report will display all customers who have accounts receivable.

open invoces list quickbooks

 

To customize the report click the “Customize” button in the top right corner.

One type of customization is to filter the customer. To do this click the filter button, and check box one or more customers.

filter qb open invoices report

By | 2018-06-18T18:03:27-05:00 June 15th, 2018|QuickBooks|0 Comments

About the Author:

Steve Chase grew up in Dayton, OH but now calls San Antonio, TX home along with his entrepreneur wife, Erin, and their 4 sons. Steve founded Sequentia Solutions in 2017 to help small business owners grow their business with practical and effective solutions. Steve's #1 Clifton StrengthsFinder skill is Learner which comes in handy while he teaches others how to best use various business software applications like QuickBooks Online and Excel. Steve is an active volunteer leader with the Boy Scouts and treasures the lessons he learned while participating in Scouts as a youth on his path to Eagle. Steve enjoys drinking coffee, a good book, visiting art museums, and doing math problems using a brand new sharpened #2 pencils.

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