Need to Remember When You Invoiced a Client?
Ask the Accountant…
Question: How can I find out if and when I emailed an invoice to a client out of QB Premier?
Answer: QuickBooks has a nice feature on its invoices called “See History.” It is a button on the top left of the invoice template just to the right of the word “Invoice.” When you click on “See History,” you will see any pertinent events related to this invoice, such as date created, emailed, paid, etc. It’s a great way to track what has been done regarding this invoice.
Please email your questions to Harriet at Ask The Accountant.
QuickBooks Premier and Enterprise can be modified to better serve ad specialty distributors. Harriet Gatter is a QuickBooks ProAdvisor, a former accounting professor and a former ad specialty distributor. She advises ad specialty distributors to use QuickBooks Premier and Enterprise, often in conjunction with other industry-specific software, to manage the complexities of the ad specialty business, with the results being time saved, errors eliminated and an overall accurate accounting of your business. Contact her at firstname.lastname@example.org.