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Archives for June 2016

Can I Retrieve a Deleted Invoice In QuickBooks Online?

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Q&A 2

 

 

A

 

I deleted an invoice by mistake – can I retrieve?

 

 

 

Once an invoice is deleted you cannot get that invoice back.  You can however retrieve all the information from the Audit Log and recreate the invoice.

 

1. Click on the Gear icon – Audit Log.

*Click on Images to View Full Size*

 

deleted qbo

3. At the Audit Log screen, look for the deleted invoice under the Event column.

qbo deleted

4. Now that you have the information, you can recreate the invoice.

Option 2

5. You can also click on View under the History column and the history of the transaction will open.

qbo deletd2

6. It will show you when the transaction was created and also the information needed to recreate the invoice.

qbo deleted3

Janice Figov
Janice Figov is a certified Adult Educator with over 20 years of experience in the software and training industry. She is passionate about training people in QuickBooks® and Xero. Goodbye boring accounting & bookkeeping training! Janice makes learning numbers fun.

Can I Retrieve a Deleted Invoice In QuickBooks Desktop?

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QA FOR BLOG

 

Q

 

I deleted an invoice by mistake – can I retrieve?

 

 

A

 

Once an invoice is deleted you cannot get that invoice back.  You can however retrieve all the information from the Voided/Deleted Report and recreate the invoice. (This example QBDT  CAD 2016).

 

 

1. From the menu bar click on Reports – Accountant & Taxes – Voided/Deleted Transactions Detail.

*Click on Images to View Full Size*

 

deleted invoice

2. Under the Action column locate the deleted invoice.

3. Print the report and recreate the new invoice.

deleted invoice2

 

Janice Figov
Janice Figov is a certified Adult Educator with over 20 years of experience in the software and training industry. She is passionate about training people in QuickBooks® and Xero. Goodbye boring accounting & bookkeeping training! Janice makes learning numbers fun.

Why Use Handouts?

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Why Use Handouts- (1)

 

With everyone on their laptops, iPads and smart phones these days, you might be surprised that participants in workshops, course training and presentations still like to have an old school handout. Here’s why…

Sit Back and Listen.

Who wants to be fussing around trying to type extensive notes during a presentation? You aren’t going to absorb what is being said next if you are staring at your screen. A handout is knowing you can relax and concentrate on what is being taught, knowing you already have the notes to refer to later.

Prevent Information Overload

Extra tips and information can be included in a handout so that the presentation doesn’t get bogged down with too much info.

Follow Along and Make Short Notes

Handouts are also the best place to follow the presentation and the best spot to insert your own brief notes and remarks for later. Circle and underline important points or items you have questions about. We always make sure to leave space in our handouts for your notes.

Handouts are Part of the Presentation

If I’m doing a remote training, I always email the client handouts of what was covered in the course so they can concentrate on the course during our time together and not worry that they have to take notes.

Refresh and Relearn

Not everything is going to get absorbed during the presentation, it’s handy to have a handout to refer to later to help the information learned truly sink in.

Contacts and Questions

I always make sure my contact information is clearly visible so people can get in touch easily with follow-up questions.

How Do You Make Handouts Appealing?

I like to use lots of screenshots as I know my clients find those visuals most helpful. Keep the structure and typeface clean and make sure the most important content is clearly visible and easily understandable. Have someone proofread them for you and give you an honest opinion!

Just the other day I came across someone asking if anyone had any handouts on a particular software application to give to their client who had asked for some form of handout pertaining to the software. I told them, yep, you gotta have a handout!

For more information, get in touch!

Email me at Info@AccountingSolutionsTrainer.com

or find me on Twitter @JaniceTraining

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Janice Figov
Janice Figov is a certified Adult Educator with over 20 years of experience in the software and training industry. She is passionate about training people in QuickBooks® and Xero. Goodbye boring accounting & bookkeeping training! Janice makes learning numbers fun.