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I want a report for clients where i can see a date a quote was generated / date invoice / date payment received.
I want a report for clients where i can see a date a quote was generated / date invoice / date payment received.
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Welcome to QuickBooks Community, Riaan.
Here’s a simple guide to help you see the date of the report you need:
- Hover in the Reports tab on the left side of the screen.
- Select the Standard reports.
- Below the search bar, click the dropdown icon.
- Search the Transaction List by Customer.
- In the Columns tab, scroll down and select Created on.
This will help you easily track the dates of quotes, invoices, and payments for your clients.
You can also utilize the Filter icon to display specific details you need to see.
If you have any questions about QuickBooks, feel free to leave a comment below or click the Reply button. We’re here to help! Have a great day!