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2016-04-16
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2019-07-03
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2020-11-14
Customer Service Is Great
I used this service while at work and as a functional feature it is great, does what one needs it to do. However, as sometimes happens, I needed to charge this to my personal banking account at the time. When I left the company, I contacted their customer services team via their web based chat service and a kind lady named Monica answered my query. She was very helpful, diligent in helping me locate my details, and took her time to reassure me that the service subscription had ended and evening was a-ok. I know if I ever need to use this service I will come back, and part of the reason is because the customer care was absolutely spot on. Would recommend.
2020-04-17
Locate Checkbox Invoice Feature
The Locate Checkbox Invoice feature simplifies your invoicing process. This tool allows you to efficiently track your invoices, ensuring you never lose an important document again. With this feature, you gain control and clarity over your financial transactions.
Key Features
Easy tracking of invoices with a simple checkbox system
Quick access to invoice history for efficient record keeping
User-friendly interface that integrates seamlessly with your current workflow
Customizable settings to meet your specific needs
Instant alerts for overdue invoices to enhance cash flow management
Potential Use Cases and Benefits
Ideal for small business owners wanting to streamline invoicing
Helpful for freelancers managing multiple clients and projects
Useful for accounting departments needing to maintain accurate records
Great for project managers tracking costs and billing
Beneficial for anyone looking to reduce financial stress and improve organization
By implementing the Locate Checkbox Invoice feature, you can solve the common problem of lost or misplaced invoices. This tool provides a clear and organized way to manage your invoices, enhancing your productivity and giving you peace of mind. Stay ahead of your finances and focus on what really matters—growing your business.
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How do I view sent invoices in QuickBooks?
Single Invoice Choose the customer for whom you want to check on an invoice and open the invoice in question. Click on the “History” tab of the Invoice toolbar. Check for the scent date and see if “Email” is listed as the send method. Select the “File” tab and click “Send Forms” if no sent date is listed.
How do I view sent emails in QuickBooks?
Navigate to the invoice in question.
Select History (at the top of the invoice toolbar). You should see the status of sent date and send method (email).
How do I see my sent emails?
Click Sent Items in the folder list. Tip: If you don't see the Scent Items folder, click the arrow (>) on the left of your account folder to expand the list of folders.
Select the message you want to view. You can search email quickly by using the search option.
How do I find an emailed invoice in QuickBooks?
From the invoice toolbar, go to the Reports tab, then select Transaction History. Under Invoice Information, check Sent Date and Send Method. If there's no status, the invoice may have been tagged for Email Later. Go to the QuickBooks File menu, then select Send Forms to see if there are invoices in the email queue.
Can QuickBooks read receipts?
You can use the QuickBooks Online app to scan and automatically upload receipts from your phone. To scan a receipt, install the “QuickBooks Accounting: Invoicing and Expenses” app on your phone. ... Once you do, it will automatically appear in the Receipts tab with any other receipts you've added.
How do I change my email in QuickBooks?
From the Edit menu, select Preferences then Send Forms.
Go to the Company Preferences tab.
From the Delivery Method Default drop-down, choose E-mail.
From the Email Templates drop-down, choose the specific transaction.
Select Add Template.
Modify the email template as necessary.
How do I track an invoice in QuickBooks?
Using Simple Find. ...
Click the “Simple” tab.
Select “Invoice” from the “Transaction Type” drop-down menu.
Fill in the search fields with as much information as you can.
Click “Find.” ...
Use Advanced Find. ...
Click the “Advanced” tab.
How do I look up an invoice in QuickBooks?
Using Simple Find. ...
Click the “Simple” tab.
Select “Invoice” from the “Transaction Type” drop-down menu.
Fill in the search fields with as much information as you can.
Click “Find.” ...
Use Advanced Find. ...
Click the “Advanced” tab.
Can you invoice through QuickBooks?
Create an invoice in QuickBooks Desktop. You use invoice to record sales transactions from customers who make now or partial payment during the time of the sale. ... Depending on your transaction with a customer, you can create an invoice in QuickBooks Desktop in different ways.
How do I invoice in QuickBooks?
Suggested clip
QuickBooks Pro 2017 Tutorial Creating an Invoice Intuit Training ... YouTubeStart of suggested client of suggested clip
QuickBooks Pro 2017 Tutorial Creating an Invoice Intuit Training ...
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