View Everything on One Screen in QuickBooks Premier
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 the 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.
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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.