Sometimes it can be helpful to know when an invoice or sales receipt was sent and to whom.  You can leverage QuickBooks' extensive audit log to dig into a transaction's history.  Sometimes great data can be the answer to the inevitable claim, "You never sent that invoice to me!"

Access Audit History

To access a transaction's audit history:

  1. Open the transaction in QuickBooks

  2. Click on the "More" link at the very bottom, towards the center of the screen.

  3. Click on "Audit History"

  4. Expand a particular date & time by clicking on it.

Information Available within Audit History

Some of the most helpful information available in the audit history of an invoice or sales receipt includes:

  • Sent: whether the transaction has been sent

  • Last Sent: date & time last sent

  • Email Address

  • Delivery Error: Notification if there was a problem delivering the invoice via email

  • Printed: The transaction's print status (Remember that QuickBooks and Novi treat printing transactions differently.  QuickBooks has a concept of "to be printed" while Novi looks at whether a transaction was actually printed.)

Tip: In Novi, you can also see the Last Sent Date via a column in the Accounting > Transactions section. Keep in mind that this information does not differentiate if a transaction was sent via Novi AMS or QuickBooks Online.

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