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4.49. How do I determine which jobs have been sent to QuickBooks?

I would like to mark the invoices that are sent over to Quickbooks as being "Sent" so that we can tell what invoices still need to be sent and which havent been sent so we do not send the same invoice twice by mistake.

Users running EstiMate 1.98 will notice there is now a book icon next to the status area on the job screen and this is so you can add your own status flags in. So you can add in a status flag like "sent to QuickBooks" and jobs with this flag selected will show up in the status area of the open list and on the work in progress report.

Further information:

Consider archiving the job after sending it to QuickBooks. After the job is marked "sent to QuickBooks" then if you archive it it will be out of the open list and there will be no confusion as to what jobs have been sent and which have not. With this method only the jobs that are waiting to be sent show up in the open list NOT the ones that have been sent to QB and archived.