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DianneD123
Level 1

I need to get copies of invoices. The invoices are going to an employee that has left the company.

Hi. I have been try to reach someone and am not having much luck. Our invoices are currently being emailed to Parvinder Shergill who is no longer with the company. I need invoice copies for our records. I am missing August, September, November and December, 2020. Our customer nbr is: [nbr removed]

 

Please send all invoice copies to: [email address removed]

 

Please have someone call me or confirm that this will be done.

 

Thank you.

Dianne Duguay

3 Comments 3
Angelyn_T
QuickBooks Team

I need to get copies of invoices. The invoices are going to an employee that has left the company.

Hi there Dianne.

 

I can help you with getting copies of your invoices in QuickBooks Desktop.

 

At this time, you can either run a report for your invoices or see them from the Transactions window. To run a report for your invoices, you can follow these steps:

 

  1. Open your QuickBooks Desktop, then select Transaction List by Customer from the Customers & Receivables.
  2. Go to the Customize Report tab, then click on Filters.
  3. Select Invoice from the Transaction Type
  4. Hit OK.
  5. Filter the report's period to the desired dates, then click on Refresh.

 

To email the report:

 

  1. Tap on the Email button.
  2. Click on Send report a PDF
  3. Follow the on-screen instructions to complete the process.

 

From the Transactions window, here's how you can look for your invoices.

 

  1. Go to the Customers tab, then Customer Center.
  2. Switch to the Transactions section, then select Invoices.
  3. Filter the date.
  4. Either print or export the transactions to Excel and attach it to your email.

 

For more tips about running and customizing reports in QuickBooks Desktop, you can open this article: Understand reports.

 

Moreover, you can skim through the topics from our help articles for more resources while working with QuickBooks in the future.

 

If you have any other questions, please let me know by adding a comment below. I'm more than happy to help. Have a good one!

DianneD123
Level 1

I need to get copies of invoices. The invoices are going to an employee that has left the company.

Hello. I do not need copies of our customers invoices. I need copies of the invoices from Quick Books. We are billed monthly to our CEOs credit card for your software. Those invoices are still being sent to our past controller. I sent a change request on December 23 as instructed and nothing. The primary contact is still Parvinder Shergill as the invoices are still going to her email. I have sent another email to have this change as per the instructions on your site. This should have taken 4 days but still no change. How can I speak with someone there. I find this process very frustrating. I called the 1-844 number and the guy who answered was extremely rude. I would just like to get copies of the invoices sent to [email address removed] and [email address removed]. Can you make this happen? As I mentioned, I have sent another email to your back office..not sure what the hold up is. 

MariaSoledadG
QuickBooks Team

I need to get copies of invoices. The invoices are going to an employee that has left the company.

I can see how you want this to be taken care of as soon as possible, let me add some information about this request, DianneD123.

 

You'll have to be the primary contact to get copies of your invoices for the previous months. May I ask if you have already submitted documents to support the transfer of the primary contact? If so, you should be on the lookout for an email from no_response@intuit.com

 

However, if you didn't receive any response, I recommend contacting our support team to double-check on your request. They can investigate further what's causing the delay. Also, they have the tools to pull up your account in a secure environment: 

 

In addition, just make sure your business documents show the owner, chairperson, or leader of the business operation for the request to be successful.

 

You'll want to browse these help articles for more information and reference.

 

Feel free to let me know if you need anything else about QuickBooks. Remember, we're always right here to further assist you with your need. Stay safe!

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