The Sales page gives you a great at-a-glance view of the status of sales transactions, open invoices, and paid invoices. You can also view, create, and edit sales transactions from within the page.
To access this page, go to Sales then select All sales (Take me there).
View transaction and invoice status at a glance
Once on the All sales (Take me there) page, you'll notice the Money Bar, which is a key part of the page. It shows you the status and amounts of your sales transactions at a glance, and gives you an instant view of open and recently paid invoices. It also shows you if you have unbilled items like estimates, time activities, charges, or costs.
Also, use the Money Bar to quickly filter the table by transaction type, status, delivery method, date range, and customer.
You can view details about individual transactions in the list, which can display:
- Estimates
- Invoices
- Sales receipts
- Payments
- Credit memos
- Delayed charges (QuickBooks Online Plus, Advanced, and Essentials only)
- Billable time activities (QuickBooks Online Plus and Advanced only)
The list makes it easy to view the status of any transaction, and to see whether a specific transaction is Open, Closed, Paid, Partially Paid, or Overdue.
You can easily customize the list to view the information you need:
- Filter the list to see only the items you're interested in.
- Change the columns to view just the data you need.
- Export lists to Microsoft Excel so you can work with the data it contains in other ways.
Note: The default view for all transactions is 365 days. The Invoices page will not display unless an invoice is created within the last 365 days.
Easily manage sales transactions
From the Sales page, you can easily:
- Create new invoices, payments, sales receipts, estimates, credit memos, delayed charges, and billable time activity from theNew transaction dropdown menu.
- Take action on a transaction. For example, you can receive payment for an invoice directly from the list by selecting Receive Payment in the Action column.
- Print transactions or packing slips (for invoices and sales receipts), individually or for a group you specify.
- Copy, delete, or void transactions.
- Send transactions, and, when sending a single transaction, customize the message you send with it.
- Change the status of estimates.
- Create additional customer entries such as charges, time activities, and credits (QuickBooks Online Plus, Advanced, and Essentials only).
Now you can make the Sales page work for you.
FAQs
Go to Sales and select All sales (Take me there). Select the Filter ▼ dropdown menu. From the Type ▼ dropdown menu, choose your desired transaction type, then select Apply.
How do I see Sales transactions in QuickBooks online? ›
Go to Sales and select All sales (Take me there). Select the Filter ▼ dropdown menu. From the Type ▼ dropdown menu, choose your desired transaction type, then select Apply.
How do I run a Sales report in QuickBooks online? ›
Go to the “Sales and customers” group of reports. Then run these reports to see your sales by products and services: Sales by Product/Service Summary: Your total sales for each product and service. Sales by Product/Service Detail: Your sale transactions by product or service.
Where is the all Sales list in QuickBooks online? ›
The Sales page gives you a great at-a-glance view of the status of sales transactions, open invoices, and paid invoices. You can also view, create, and edit sales transactions from within the page. To access this page, go to Sales then select All sales (Take me there).
Can you track Sales in QuickBooks online? ›
You can enter a single sales receipt to report the total daily sales in QuickBooks if you use a separate point of sale system. Or if you simply don't invoice customers. This saves you time, while still keeping your income reports accurate. Here's a step-by-step guide to help you get you started.
How are sales transactions recorded in QuickBooks? ›
Record sales transactions
For an immediate payment, create a Sales Receipt. For a deferred payment, create an Invoice to record the sale, and then, when payment is received, use Receive Payment to record the payment.
How do you run a Sales report? ›
How to create a sales report
- Understand your needs. Consider why you're looking to make a sales report, then use your priorities to decide how long your sales report should be and what to include. ...
- Collect your data. Track your sales KPIs for the full period of time. ...
- Display your data. ...
- Improve the report's appearance.
Log in to your QuickBooks Online account. In the left-hand navigation menu, click on Reports. On the Reports page, you can use the search bar to find the Sales by Customer Summary. Click on Sales by Customer Summary to open the report customization options.
How to run a monthly Sales report in QuickBooks Online? ›
I need a report for monthly sales
- Go to Reports.
- Go to the Reports by Name field.
- Type Sales and you'll see the different Sales Reports that you can run such as Sales by Customer, Sales by Product, etc.
- Click on the report you want.
Go to the transaction toolbar, select Reports, then select Transaction Journal. Select QuickBooks Reports menu, then select Transaction Journal. For Windows, on the keyboard, press Ctrl+Y.
So if you'd like to see only the sales receipt, let's use the Transaction List by Date report instead:
- Go to Reports, then search Transaction List by Date in the search box.
- Click the result.
- Click the Customize button.
- Expand Filter, then check Transaction Type.
- Check Sales Receipt.
- Hit Run report.
QuickBooks Online offers the capability to view all journal entries at once, providing a comprehensive list of recorded transactions and entries for thorough analysis and review. Users can easily access this feature by navigating to the Reports section and selecting 'Journal' under the 'All Reports' category.
How do I view activity in QuickBooks Online? ›
Open the transaction you'd like to investigate. Select More. Select Audit history and this will open the Audit trail. For an expanded view, select Show all, for a side-by-side comparison, select Compare.
What can you see on the QuickBooks Online Dashboard? ›
You can track Cash Flow, your business' profitability with profit and loss, expenses, income and sales widgets, and see all your connected bank account balances in one place.
How do you keep track of sales accounts? ›
Here are seven essential tips for sales tracking:
- 1) Visualize Your Sales Process. ...
- 2) Collect Leads. ...
- 3) Be Quick on the Draw. ...
- 4) Utilize Lead Scoring and Nurturing. ...
- 5) Keep Good Records. ...
- 6) Manage Your Task Flow. ...
- 7) Monitor and Measure Your Activity. ...
- Sales Tracking for Success.
You can run reports to see your sales, costs, or profitability by segment. Then, you can choose to use this info to plan ahead and set a budget by class. To get started, go to Reports (Take me there) and select Standard. Once you're there, here's what you can do.
How to create a sales rep report in QuickBooks? ›
A Sales by Rep report based on gross profit
- Go to the Reports menu.
- Select Custom Reports and then select Summary.
- On the Display tab, select the Display rows by dropdown and then select Rep.
- Set the date range.
- Go to the Filters tab.
- Select the Accounts filter and then Multiple Accounts.
Creating an Income Report by State
- Go to the Reports menu.
- Choose 'Sales' and then 'Sales by Customer Detail'.
- Select 'Customize Report'.
- On the Display tab, from the Columns list, select 'Name State/Province'.
- Select the Total by dropdown and then select Total Only.
There are 3 ways of accessing a QuickReport. When you hover your mouse over a particular category dollar total, the pointer will turn into a magnifying glass ( ). Double click the total to select a report of that category. Simply select the account that you would like a QuickReport about.
