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bookkeeping
Level 1
March 20, 2020
Question

Where can I find transaction history for clients paying our invoices? I'm trying to manage our incoming fee payments and can't find anywhere that lists dates/payments.

  • March 20, 2020
  • 1 reply
  • 17 views
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1 reply

George4Tacks
George4Tacks
Level 15
March 20, 2020

Lacerte has Client > Export > Export Billing information to QuickBooks

After that all info you want would be found in Quickbooks. Lacerte does not directly have what you are looking for.

Happy Hunting!

 

Answers are easy. Questions are hard!
    IRonMaN
    IRonMaN
    Level 15
    March 20, 2020

    Found in Quickbooks?  You need to look in your Sage program for that😁

    Slava Ukraini!
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