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communityoil
May 5, 2022 11:21 AM UTC
Solved

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.

Because of upstream processes invoices are sent a while after the actual invoice date. With paper posted invoices there is no record of when I sent such invoices.
Ashleigh1Answer
May 5, 2022 12:02 PM UTC

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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5 replies

Ashleigh1Answer
May 5, 2022 12:02 PM UTC

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. 

    communityoilAuthor
    May 5, 2022 10:17 PM UTC

    Very clear concise response.  Perfect.

    LollyNino_C
    May 6, 2022 12:03 AM UTC

    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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