Monday, June 27, 2011

QuickBooks Timesaving Tip: Quick Report on Transactions

Question: 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?

Answer: You can get a report on transactions several ways, the fastest and easiest way to do it is to use the Transactions tab in the different 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.

You can also click the column headings and sort by ascending or descending order by whichever column you choose. You can also right click to get a mini menu with several choices. You can select Customize Columns to add/remove columns or change the order of the columns or create a quick report.

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