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Looking for Widget for total invoiced a month
Hi, there used to be a widget in which I could immediately see how much I invoiced each month, last month, etc.. Now it's 'sales', which only totals payments received from invoices. How do I view it the other way on a widget without having to do a report?
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Welcome to the Community, Creative Pictures. I can show you how to track them without generating reports in QuickBooks Online (QBO).
You can see all your invoices in QBO by accessing it to Sales. This way, you can view all your created invoices, including the past months whether unpaid or paid.
Here's how:
- Go to Sales, then click Invoices.
- Select All sales.
- Click the dropdown arrow under the Type field. Then, select Invoices.
- Choose the date by clicking the dropdown arrow.
Furthermore, you can check this article to record your invoice payment in QBO: Record invoice payments in QuickBooks Online
In addition, you'll want to track bills and record them in QBO, you can refer to this article: Enter and manage bills and bill payments in QuickBooks Online
Don't hesitate to comment or reply to this post if you still have concerns about tracking your invoices in QBO. I'm always here to help.
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Hello,
Thanks for your response, but as stated I'm specifically not looking to do this method. I would like to be able to see either cash or accrual as a widget...ie the total I've invoiced for a month/history vs the cash received. The latter of which is the only thing that I see available for the desktop/dashboard widget.
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Thanks for responding to us with additional details about what you're trying to achieve, Creative Pictures. Allow me to join in and offer my help with your invoices.
The option to add widgets or sales charts is in your Dashboard menu. This customizable section allows you to display the most relevant sales information at a glance without running a report.
Let me guide you through the process:
- Go back to your Dashboard and click Customize layout.
- Click Add or remove widgets.
- Check the box for Accounts Receivables and Invoices, then click Save.
- You can also drag widgets to reorder them.
- Select and drag the sides of a widget to resize it.
- Click Done.
Once done, you'll immediately see the amounts of invoices that are unpaid, paid, undeposited, and deposited.
Another way to view your sales performance and invoices in QuickBooks Online is through the Overview tab under the Sales menu.
Let me also share these articles for additional guidance and resources:
- Your Business Dashboard Details In The QuickBooks Online App
- Get Started And Adjust Settings After You Sign Up For QuickBooks Online
- Create Charts To See Your Business Performance
Please let me know if you need anything else or have additional questions about sales reporting, changing settings, and working in QBO in general. We're always here to help.