QuickBooks Tips

One of the complaints that I always hear from my clients is, “How do I verify that the invoice that I e-mailed in QuickBooks was actually sent?”

To e-mail an invoice to a client, click on the “send” button at the top of the invoice and follow the e-mail wizard.

When finished click on the “history” button at the top of the invoice and it will show you the date that the invoice was sent and how it was sent.

Now you have a record of the date that you e-mailed the invoice.

However, if you send the invoice more than once, by e-mail, the date under the “history” button will update each time you e-mail the invoice to the date of your e-mail and you will lose any prior date information.

In QuickBooks Pro, you can create an icon on the icon bar for any account register or form, in order to speed up your data entry.For example, if you use your bank check register every day, you can make an icon on the icon bar that you can access quickly, every time you need it.

Here’s how

1. Open the register for which you want to make an icon.

2. Click on the “View” menu.

3. Under the view menu you will see an option that says, “Add ‘xxxx – Bank Account Name’ to icon bar”. Click on that option, then choose a picture and title for the icon, click o.k. and your done.

Now every time you want to use that register, just click on the icon.Icons can also be made for any form you use, including invoices, sales receipts, or receive payments.