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Old 01-09-2013, 12:42 PM
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Join Date: Aug 2011
Location: Edmonton, AB
Posts: 234
Merrimacmill,

You can see all of your historical interactions with a client (quotes, invoices, etc.) in the Client Summary view. Sounds like that is what you are looking for. I am going to send your suggestions and entire last post to one of our sales guys so he can show you exactly how to do that if you'd like.

His name is Broc and you can reach him at the toll free number below.

He also has way more technical knowledge about Quickbooks and this is the answer he gave me; "you can't download the web connector on a mac for the desktop version. The online version is connectable no matter what computer you're on obviously, the problem is they don't offer online for canada"

Give Broc a shout and he can clear those up for you and we can stop dominating this thread. haha Sorry

Cheers,
Jeff
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