Rustler’s Quickbooks Tips

We write a contract for a future consultation, when we do I create a sales order to reflect the terms of the contract. My daughter (da boss) actually performs the consultation and I send out an invoice the next day.

(note - sales orders are only available in Premier and higher)

I’ve been trying to figure a way to create some kind of reminder so I would be able to look at the date and see that an invoice needed to be created. The open sales report is useless since it will NOT allow sorting on the date. When a customer has open orders for more than one date in the date range (month) the report lumps them together under the customer name - useless!

On top of that, I wanted an automatically updated listing, this is a computer after all.

I finally figured out that if I set the flag “to be printed” on a sales order it will display in the reminders window in chronological order. When I create the invoice I remove the to be printed flag and it goes away in the reminders window.

And what is really nice is that if I change the date on the sales order and then save it, it reorders itself on the reminders list.