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The Income Tracker in QuickBooks Pro – Instructions

by / Tuesday, 22 August 2017 / Published in Latest, Quickbooks

The Income Tracker in QuickBooks Pro: Overview

            The Income Tracker in QuickBooks Pro makes it easier to create and process sales within your company file. However, the Income Tracker in QuickBooks Pro is not available when multicurrency is enabled within a company file. To access the Income Tracker in QuickBooks Pro, select “Customers| Income Tracker” from the Menu Bar.

            Within the Income Tracker window that opens, all your sales appear within a list. Clicking the colored bars at the top of the window filters the list to show only the “Unbilled,” “Unpaid,” or “Paid” sales within the list. You can also use the “Customer:Job,” “Type,” “Status,” and “Date” drop-downs in the toolbar above the list to filter the list items. To display all the items again after filtering the list, click the “Clear / Show All” button at the right end of the toolbar above the list.

            You can also choose how unbilled sales items appear within the list by clicking the “Gear” icon button in the upper-right corner of the Income Tracker window. In the drop-down menu, check or uncheck the checkboxes for the types of unbilled items to show or hide. Both “Estimates” and “Time & Expenses” are available choices. Then click the “OK” button in the drop-down menu to apply your changes. You can click the “Cancel” button to close the drop-down without making a change, if needed.

            You can perform actions on the sales items shown within the list in the Income Tracker window. To perform an action on a sales item in the Income Tracker in QuickBooks Pro, click into its “Action” column. Then choose the action to perform from the drop-down menu of choices available. The choices will vary, depending on the type of sales items selected.

The Income Tracker in QuickBooks Pro - Instructions: A picture of a user performing an action on an item within the Income Tracker in QuickBooks Pro.

The Income Tracker in QuickBooks Pro – Instructions: A picture of a user performing an action on an item within the Income Tracker in QuickBooks Pro.

            You can also perform an action on a batch of selected sales items of the same sales item type in the Income Tracker in QuickBooks Pro. For example, you could batch email or batch print selected invoices or mark a batch of estimates as inactive. To do this, filter the list, as desired. Then check the checkbox to the left of the list items on which you want to perform the batch action. You can click the checkbox above the column of checkboxes to select all the items shown, if needed.

            Then click the “Batch Actions” drop-down button in the lower-left corner of the Income Tracker window. Then select the action to perform from the pop-up menu that appears. For batch printing, select the name of the type of sales form you selected under the “Print Selected” command in the pop-up menu. To batch email selected transactions, select the “Batch Email” command, instead. To mark selected estimates as inactive, select the “Mark As Inactive” command in the pop-up menu.

            If you want to edit a transaction shown within the list of sales items in the Income Tracker in QuickBooks Pro, simply double-click the line item to open the transaction for editing in a new window. Alternatively, select the line item in the list. Then click the “Manage Transactions” button towards the lower-left corner of the window. Then select the “Edit Highlighted Row” command in the pop-up menu that appears.

            To create a new sales transaction in the Income Tracker in QuickBooks Pro, click the “Manage Transactions” button. This button appears towards the lower-left corner of the window. Then select the type of new sales transaction to create from the pop-up menu that appears.

The Income Tracker in QuickBooks Pro: Instructions

  1. To open the Income Tracker in QuickBooks Pro, select “Customers| Income Tracker” from the Menu Bar.
  2. Within the Income Tracker window that opens, you can see all of your sales appear within a list.
  3. To filter the list and display only the “Unbilled,” “Unpaid,” or “Paid” sales within the list, click the colored bars at the top of the window.
  4. To filter the list items, use the “Customer:Job,” “Type,” “Status,” and “Date” drop-downs in the toolbar above the list.
  5. If you want to display all of the items again after filtering the list, click the “Clear / Show All” button at the right end of the toolbar above the list.
  6. To choose how unbilled sales items appear within the list, click the “Gear” icon button in the upper-right corner of the Income Tracker window.
  7. In the drop-down menu, check or uncheck the checkboxes for the types of unbilled items to show or hide. Both “Estimates” and “Time & Expenses” are available choices.
  8. Click the “OK” button in the drop-down menu to apply your changes.
  9. Alternatively, click the “Cancel” button to close the drop-down without making a change.
  10. To perform an action on a sales item in the Income Tracker in QuickBooks Pro, click into its “Action” column.
  11. Then choose the action to perform from the drop-down menu of choices available. The choices will vary, depending on the type of sales items selected.
  12. To perform an action on a batch of selected sales items of the same sales item type, filter the list, as desired.
  13. Then check the checkbox to the left of the list items on which you want to perform the batch action.
  14. To select all the displayed items, if needed, click the checkbox above the column of checkboxes.
  15. Then click the “Batch Actions” drop-down button in the lower-left corner of the Income Tracker window.
  16. Then select the action to perform from the pop-up menu that appears.
  17. For batch printing, select the name of the type of sales form you selected under the “Print Selected” command in the pop-up menu.
  18. To batch email selected transactions, select the “Batch Email” command, instead.
  19. To mark selected estimates as inactive, select the “Mark As Inactive” command in the pop-up menu.
  20. If you want to edit a transaction within the list of sales items, double-click the line item to open the transaction for editing in a new window.
  21. Alternatively, select the line item in the list.
  22. Then click the “Manage Transactions” button towards the lower-left corner of the window.
  23. Then select the “Edit Highlighted Row” command in the pop-up menu that appears.
  24. To create a new sales transaction in the Income Tracker in QuickBooks Pro, click the “Manage Transactions” button. This button appears towards the lower-left corner of the window.
  25. Then select the type of new sales transaction to create from the pop-up menu that appears.

The Income Tracker in QuickBooks Pro: Video Lesson

            The following video lesson, titled “The Income Tracker,” shows you how to use the Income Tracker in QuickBooks Pro. This video lesson on using the Income Tracker in QuickBooks Pro is from our complete QuickBooks Desktop Pro 2017 training, titled “Mastering QuickBooks Made Easy v.2017.”

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