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Replying to:
JuliaMikkaelaQ
QuickBooks Team

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Thanks for adding more details of your concern, @esarbee. Let me add some information about generating reports in QuickBooks Desktop. 

 

In QuickBooks, the reports generated are based on the instructions you set and the reporting date you enter. Since you want the most recent invoice dates to appear in the Transaction Detail Report, you can change the date to the most recent one. Here are the available recent date options you can choose in the Date dropdown:

 

  • Today
  • This Week
  • This Week-to-date
  • Yesterday
  • Last Week
  • Last Week-to-date

 

You can also select Custom in the options to customize the dates if you want a specific date.

 

 

On the other hand, if you want to view only the customer's name and the invoice date in the report, you can uncheck the options in the Column field of the same Modify Report window.  You can refer to the screenshot below:

 

 

Additionally, you can check this article to send your reports automatically: Set up and modify Scheduled Reports.

 

You can send a reply on the Community page if you have other questions about managing your reports or other QuickBooks-related concerns. 

 The team will be here to help you out in any way possible. Stay safe and have a great day!

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