I have been using QuickBooks for a while, for our organization – mainly to create and pay invoices. I would like to print a report that would indicate which invoices are “paid” and which ones are unpaid. I found a couple of reports that might work, but I’m not sure…As you can tell, I’m not used to doing reports on QuickBooks yet, and need a little assistance. Thank you.
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I recommend exploring the reports under Customers & Receivables. The Customer Balance report is probably closest to what you’re looking for. The Open Balance Report is also a really good one, it shows you a snapshot of all unpaid invoices.
If these don’t show you exactly what you’re looking for, you can modify them by clicking Modify Report. On the Display tab, you can add and remove the fields you’d like to see in the report. On the Filters tab, you can select filter what information you want on the report. For instance, one of the filters is paid status. Lastly, at the top of most reports are one or two boxes–Total By and Sort by. You can also play around with these to get the report to look the way you want.
This article is provided for informational purposes and is not intended to be construed as legal, accounting, or other professional advice. For further information, please consult appropriate professional advice from your attorney and certified public accountant.
Written by +Ruth Perryman, CMA, CFE, CFM, MBA
Ruth is the president of The QB Specialists, an Intuit Premier Reseller that offers huge savings and expert advice on QuickBooks POS and QuickBooks Enterprise. She is an Advanced Certified QuickBooks ProAdvisor and a member of Intuit’s Trainer/Writer Network. She is also certified in QuickBooks POS and QuickBooks Enterprise and has provided expert QuickBooks help to thousands of businesses all over the world since 1996.
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