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.

[George4Tacks]

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!

[IRonMaN]

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

[debgardnercpa]

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