Review of invoices prior to sending by email in 2019 desktop version

ltb99 · ‎July 29, 2019

I am currently using QB Desktop Pro 2015 and would like to upgrade to 2019. I need to know beforehand if the same functionality for reviewing invoices prior to sending the forms is still available. This function allows me to attach other items and amend individual email messages prior to sending. See pic attached

Rochelley · ‎July 29, 2019

I can't open your attachment, but I can assuredly tell you that you have the same functionality in 2019 as you had in 2015, as far as being able to review invoices before sending, when doing them as a batch. After you choose to email, a window will come up including all of the items flagged for email. At this point you can edit individual messages and add other attachments before the final 'send'.

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JamesM · ‎July 29, 2019

Hi ltb99,

It's good you're thinking of upgrading to the latest Desktop version. One of our goals is having our customers use the most up to date version which help saves time and make things easier.

The 2019 version allows you to attach files/documents to your invoice email. This is a vital feature and we made sure to include it in the 2019 version. If you have any questions, don't hesitate to ask, I'm here to make the transition as smooth as possible. In case you decide to upgrade, here's a helpful article I encourage you to check out: Upgrade to a new QuickBooks Desktop version. The article will give you a complete breakdown of what to expect when upgrading your QuickBooks Desktop.

If you have questions, don't hesitate to ask. I'll be here to help. :)

Rochelley · ‎July 29, 2019

I can't open your attachment, but I can assuredly tell you that you have the same functionality in 2019 as you had in 2015, as far as being able to review invoices before sending, when doing them as a batch. After you choose to email, a window will come up including all of the items flagged for email. At this point you can edit individual messages and add other attachments before the final 'send'.

ltb99 · ‎July 29, 2019

Thanks Rochelly! Very much appreciate the information.

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Review of invoices prior to sending by email in 2019 desktop version