In this article, we’ll discuss how to run a report in QuickBooks that shows all invoices created within a specific time period, such as the last month. By generating this report, you can gain insights into your invoicing activities and track your business’s financial performance more effectively.
To begin, we’ll utilize the Sales by Customer Detail report, which provides a comprehensive overview of your customers and their transactions. Follow these steps to customize the report and filter it to display invoices only:
Following these steps will allow you to generate a report specifically focused on your invoicing activity, providing valuable insights into your business’s financial health.