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How can I find the date when I entered a particular invoice? Some of our invoices have to go on paper and there is no trail for that process. Please advise.
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Hello Communityoil,
Welcome to the Community page,
So you can click into the transaction>more>audit log> this gives you the date it was recorded in QuickBooks. You can also run a transaction report my customer, filter by transaction type in this case invoices> use the same cog and select the create date and this will give you the date when the invoice was actually created in QuickBooks as well.
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Very clear concise response. Perfect.
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Thanks for the update, @communityoil.
We're glad to know that the steps shared by my colleague help you out in managing invoices. If there's anything else we can assist you with, please feel free to visit the Community at any time. Have a wonderful day!
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you say "click into the transaction>more>audit log>" but where on earth is "transaction" - i'm going blind looking for your starting point!
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Hello there, Videstra.
I recognize the need to locate the date that an invoice was created. Let me add clarification regarding this matter so you can achieve your goal.
Please know that the steps mentioned above apply to the old invoice layout. The transaction that we're referring to is the invoice itself. Once you open the invoice, you'll find the More option at the bottom part of the screen. From there, choose Audit history to review when the invoice was created.
On the other hand, for the new invoice layout, you can proceed to these steps:
- Open the Invoice.
- Click on Manage, then click on the Actions dropdown.
- Select Audit history.
Moreover, you might want to scan this material for guidance on personalizing sales forms to improve business communication: Customise invoices, estimates, and sales receipts in QuickBooks Online.
Get back to us on this thread or add a post on the Community page if you have additional questions when reviewing invoice activity or other related concerns in QuickBooks Online. We're here to help.