How Can I Look at Open Orders on QuickBooks?
Question: Is there a dashboard in QuickBooks Premier where I can look at open orders?
Answer: QuickBooks Premier has such a dashboard called Income Tracker. You can find the icon on the left side of the home page where other shortcuts are listed.
The Income Tracker has tabs at the top of the screen so you can see:
- Open Estimates
- Open Sales Orders
- Open Invoices
- Overdue Amounts
- Amounts paid in the last 30 days
There are also shortcuts to:
- Record the receipt of payments (without having to go back to the home page)
- Batch email invoices
- Create new Sales Orders and Invoices
It’s very helpful to get a handle on your open orders and income stream on one screen.
Please email accounting questions you would like considered for the column to HGatter@AccountingSupportLLC.com with the subject line of "Ask the Accountant."
Harriet Gatter, owner of Accounting Support LLC, was an ad specialty distributor for 23 years and an adjunct professor of accounting at Neumann University. She sold her ad specialty business in 2012, became certified as a QuickBooks ProAdvisor, and now works exclusively with ad specialty distributors nationwide on their QuickBooks, order management and accounting needs.