Ask the Accountant…
Question: Is there a dashboard in QB 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 your questions to Harriet at Ask The Accountant.
QuickBooks Premier and Enterprise can be modified to better serve ad specialty distributors. Harriet Gatter is a QuickBooks ProAdvisor, a former accounting professor and a former ad specialty distributor. She advises ad specialty distributors to use QuickBooks Premier and Enterprise, often in conjunction with other industry-specific software, to manage the complexities of the ad specialty business, with the results being time saved, errors eliminated and an overall accurate accounting of your business. Contact her at [email protected].
