Thank you for following this thread, cdw54.
Let me guide you in the right direction on how to locate your pending invoices. We'll have to run the Profit and Loss report and select the accrual method to view all your data.
Before we get started, let me clarify what happens to your QuickBooks Desktop (QBDT) data when you switch to QuickBooks Online (QBO). For invoices, your logos will be transferred to the online program, and the PO NO. field will be moved to Custom Field 1. While the Sales Rep will be switched to a Custom Field.
In addition, the following will not be migrated to QBO:
- Subtotals don't move but are included in the Description field.
- Progress Invoices (invoices based on estimates) and their extra fields don't move.
- Other and Other Customer custom fields don't move.
Here's an article that covers all the complete details: Learn how features and data move from QuickBooks Desktop to QuickBooks Online. It's from another region, and it applies to the UK version as well.
When you're ready, proceed with the steps below to open your financial statement. Let me assure you that you can do this in just a few clicks.
Here's how it's done:
- In your company, tap the Reports menu on the left panel and type Profit and Loss in the search field.
- On the report's screen, press the Report period drop-down and set the correct date range, like All.
- Head to the Accounting method section and tick the radio button for Accrual.
- Press the Run report button for the changes to take effect.
- Go to the Total Income section and click the amount to open the Transaction Report.
- From there, look for your pending invoices.
For your convenience, here is a link with a list of each task to get you started: QBO guide. For tools and resources to help you complete your tasks on time and grow your business, visit the Community page.
Reach out to me again if you have other product concerns or additional questions about your invoices. I'm always ready to respond to them. Have a great day.
