How to View a List of Invoices in QuickBooks

A list view of invoices is viewable in Quickbooks.

Failing to track and follow up on your business's income can have a dire effect on the health of your business. The invoicing process ensures that customers are aware of balances that are due and payable to your company. Keeping invoices on file also provides you with a detailed sales history for reporting purposes. By creating your business invoices in Quickbooks you retain electronic records of each transaction. You also have the option of viewing invoices in a list format which can give you an overall idea of how many invoices are overdue, outstanding and processed, over a particular time frame.

Instructions

1. Click "File" > "Open or Restore Company" if the company file does not automatically open when you initiate the Quickbooks program.

2. Select "Open a company file" and click "Next."

3. Locate the Quickbooks file on your computer. Highlight the file name and click "Open" to access the file.

4. Select "Customers" > "Customer Center."

5. Click the "Transactions" tab and select "Invoices" from the menu selection. A list of invoices will appear.

6. Click the "Filter By" drop-down menu to select whether to view all invoices, open invoices, or invoices that are overdue.

Tips & Warnings

• Use the "Reports" menu to print an open invoice report.

References

• Quickbooks Support: About Invoices