Need to Remember When You Invoiced a Client?
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 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.