View Everything on One Screen

Question: Is there one screen in QuickBooks Premier where I can look at my open sales orders and invoices?

Answer: Yes, QuickBooks has a feature called "Income Tracker" that does just that.

Go to "Customers," then "Income Tracker."

The dashboard shows a current accounting of various income segments. At the top, you will see totals for "unbilled" (open sales orders), "unpaid" (open invoices), and "paid" (invoices paid in the last 30 days).

It can also filter these income elements by customer, type (sales order, invoice), or date.

And at bottom of the screen, for each transaction type, batch actions can be done. For instance, with invoices, you can batch print or email the selected invoices from this screen.

Income Tracker is an excellent cash flow planning and management tool that is often undiscovered.

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 hgatter@accountingsupportllc.com

Please email accounting questions you would like considered for the column to hgatter@accountingsupportllc.com with the subject line of “Ask the Accountant”