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We have well over 1000 invoices we would like to "email later". When the invoices got created, they did not have the default set to "email later". How can we choose a range of invoices and set them all to "email later"?
Thank you
Hi there. I can share with you some tips on how to manage batch invoices.
While setting up a range of invoices to email later in QuickBooks Desktop is unavailable, you may need to do it manually by opening the invoice and checking the box for Email later.
Here's a screenshot you can check for reference:
Moreover, ensure to select Auto-check the "Email Later" checkbox if customer's Preferred Delivery Method is e-mail from your Send Forms preferences. This allows future invoices to be emailed later automatically. Here's how:
I'm also adding this guide for more details on how to handle invoices and payments: Take and process payments in QuickBooks Desktop.
Please let us know if this goes so we can get back to you as soon as possible. We're always here to back you and your business. Stay safe.
Thank you for the response. However, we are aware of being able to set the email later check box one at a time. The issue, as mentioned, is that we have over 1000 invoices to set as email later. Doing them one at a time will take forever.
Thank you for the reply. However, as mentioned, there are over 1000 invoices needing to be marked email later. We know we can do it one at a time, but that would take forever.
Prepare your Invoices data with the following template
Customer | Transaction Date | RefNumber | PO Number | Terms | Class | Template Name | To Be Printed | Ship Date | BillTo Line1 | BillTo Line2 | BillTo Line3 | BillTo Line4 | BillTo City | BillTo State | BillTo PostalCode | BillTo Country | ShipTo Line1 | ShipTo Line2 | ShipTo Line3 | ShipTo Line4 | ShipTo City | ShipTo State | ShipTo PostalCode | ShipTo Country | Phone | Fax | Contact Name | First Name | Last Name | Rep | Due Date | Ship Method | Customer Message | Memo | Cust. Tax Code | Item | Quantity | Description | Price | Is Pending | Item Line Class | Service Date | FOB | Customer Acct No | Sales Tax Item | To Be E-Mailed | Other | Other1 | Other2 | Unit of Measure | AR Account | Currency | Exchange Rate | Sales Tax Code | |
Anne's Bakery | 01/09/2020 | 100 | Y | 15/09/2020 | Anne's Bakery | One Harbor Street | Anytown | NY | 12345 | USA | Anne's Bakery | One Harbor Street | Anytown | NY | 12345 | USA | (123) 456-7890 | Non | Cabinets | 10 | Cabinets | 1000 | Non | ||||||||||||||||||||||||||||||||
Anne's Bakery | 01/09/2020 | 100 | Y | 15/09/2020 | Anne's Bakery | One Harbor Street | Anytown | NY | 12345 | USA | Anne's Bakery | One Harbor Street | Anytown | NY | 12345 | USA | (123) 456-7890 | Non | Hardware | 10 | Hardware | 50 | Non | ||||||||||||||||||||||||||||||||
John's Barber Shope | 02/09/2020 | 101 | Y | 15/09/2020 | John's Barber Shope | 1 Main Street | Anytown | NY | 12345 | USA | John's Barber Shope | 1 Main Street | Anytown | NY | 12345 | USA | (999) 888-8888 | Non | Blueprints | 1 | Blueprints | 500 | Non | ||||||||||||||||||||||||||||||||
Main St Bank | 03/09/2020 | 102 | N | 16/09/2020 | Main St Bank | 1 State Street | Anytown | NY | 12345 | USA | Main St Bank | 1 State Street | Anytown | NY | 12345 | USA | (888) 888-8888 | Non | Door | 1 | Door | 300 | Non | ||||||||||||||||||||||||||||||||
Main St Bank | 03/09/2020 | 102 | N | 16/09/2020 | Main St Bank | 1 State Street | Anytown | NY | 12345 | USA | Main St Bank | 1 State Street | Anytown | NY | 12345 | USA | (888) 888-8888 | Non | Handles | 1 | Handle | 10 | Non | ||||||||||||||||||||||||||||||||
Main St Bank | 03/09/2020 | 102 | N | 16/09/2020 | Main St Bank | 1 State Street | Anytown | NY | 12345 | USA | Main St Bank | 1 State Street | Anytown | NY | 12345 | USA | (888) 888-8888 | Non | Hinges | 3 | Hinges | 5 | Non | ||||||||||||||||||||||||||||||||
Main St Bank | 03/09/2020 | 102 | N | 16/09/2020 | Main St Bank | 1 State Street | Anytown | NY | 12345 | USA | Main St Bank | 1 State Street | Anytown | NY | 12345 | USA | (888) 888-8888 | Non | Lock | 1 | Lock | 15 | Non | ||||||||||||||||||||||||||||||||
Main St Bank | 03/09/2020 | 102 | N | 16/09/2020 | Main St Bank | 1 State Street | Anytown | NY | 12345 | USA | Main St Bank | 1 State Street | Anytown | NY | 12345 | USA | (888) 888-8888 | Non | Paint | 1 | Paint | 8 | Non |
then use one of these importer tool to proceed
https://get.transactionpro.com/qbd
https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2
Good afternoon,
We have the same issue you had below after we imported over 1,000 invoices using transaction pro importer. Were you able to come up with a solution?
Any suggestions would be greatly appreciated. Thx
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