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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.

Level 1
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3 Comments 3
Level 15

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!


Here's wishing you many Happy Returns
Level 15

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

Slava Ukraini!
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Level 3

is there a way to export this to a pdf or csv file vs. a QuickBooks file?

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