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Replying to:
KarenEdithL
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Thanks for the prompt reply, @entrack.

 

I'll guide you with the whole process on how to see the total cash invoices in QuickBooks Desktop.

 

Good to know that you've already identified that invoices are accrual basis. To get the total cash invoices, you'll need to run the same report that my colleague Kristine Mae mentioned above. Then customize it to sales receipt and payment. 

 

But before doing that, let's change the company preference first. Make sure to log in as an administrator and in a Single-User Mode. 

 

Here's how: 

 

  1. Go to the Edit menu, then choose Preferences.
  2. Hit Reports & Graphs and tap the Company Preferences tab.
  3. In the Summary Report Basis section, select Accrual or Cash.
  4. Click OK.

For more details, check out this article: Differentiate Cash and Accrual basis.

 

After that, access the said report and ensure to select Sales Receipts and Payments. For more information, check out this article: Customize customer, job, and sales reports in QuickBooks Desktop

 

I've also added some articles about handling your reports, customer transactions, and other relevant matters. 

 

 

Let me know if you have follow-up questions. I'm glad to help.

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