Account management
In QuickBooks Simple Start, Essentials, Plus, and Advanced, you can access invoices and receive payment reports. However, please note that these features are not available if you are using the Solopreneur or ROW versions.
If you're operating with supported versions and face any complications, consider opening your account in a private browser window. This approach may effectively address and resolve unpredictable behaviors due to the buildup of cached data.
To optimize and simplify your tasks, here are some shortcut keys that you can use:
- Mozilla Firefox: CTRL + Shift + P
- Microsoft Edge: CTRL + Shift + N
- Google Chrome: CTRL + Shift + N
- Safari: Command + Shift + N
Once you have everything set up, you can proceed to this page for a comprehensive breakdown of the features available in QuickBooks Online (QBO): Reports included in your QuickBooks Online Subscription.
Alternatively, you can access your Invoices and Received Payments by exploring the Transaction List by Date or Transaction List by Customer. Just remember to apply the Payment method option in the filter section to streamline your search.
Furthermore, I've attached an article to assist you in exploring how to tailor financial reports in QuickBooks Online (QBO) to your specific requirements: Customize reports in QuickBooks Online.
Additionally, we suggest utilizing QuickBooks Live Expert Assisted, which offers tailored solutions whether you seek expert guidance while managing your books yourself, or if you prefer a dedicated bookkeeper to manage all your accounting needs. Live Bookkeeping is designed to meet your specific preferences.
Should you have any additional queries regarding report generation in QBO, please let me know. I’m here to support you and address your questions promptly.
