Question

For Quickbooks-Management wants a listing of all parts invoice transactions in November 2022 in excess of $300. Prepare report. Please list the steps I need to get this report from QuickBooks.  

Answer 1

Please find below the steps to get reports from QuickBooks. We need to use customize report for the same.

    1. On the left panel, click Reports.
   2. Search for Invoice List.
   3. Under Report period, click the This Month-to-date drop-down and choose Custom.
   4. Change the date range to the month of your reporting needs. For example - If you need for a particular month then select that Month for example transactions in November 2022.
   5. Click Run report.