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mmcguire85
Level 1

How to bulk email invoices (not marked for email) when in multi-currency?

I suspect the answer is " you can't" because Quickbooks has too many limitations, but I'm posing this question just in case someone has an answer.

 

I'm looking for a way to bulk email or mark "email later" many invoices at once. I am using Quickbooks Desktop Pro 2019 WITH Multicurrency Enabled.

 

Facts / Limitations:

  • Invoices are not marked "Email Later" because they are imported from an IIF file and (for some reason) that is literally the one option developers did not enable for IIF imports.
  • I can't use Income Tracker to select and email because (for some reason) Income Tracker is turned off when using MultiCurrency. Same as create batch invoices
  • There are about 1,000 invoices, so I would PREFER not to email one at a time.

 

This seems like it should be a simple fix and I'm not sure why everything is conspiring against me here, but this just may be a limitation of Quickbooks. Anyone else run into this or have any ideas?

13 Comments 13
Ryan_M
Moderator

How to bulk email invoices (not marked for email) when in multi-currency?

I appreciate the details you included in your post, @mmcguire85. I'll take care of this query for you. 

 

As you stated above, invoices that are imported via IIF files aren't marked as Email later. You have the option to do this by hand, then proceed to email them in batches. When you're ready, follow the steps below:

 

  1. Go to the File menu, then select Send Forms.
  2. Review the list of forms to email. Untick the checkbox for those you don't want to send. 
  3. To proceed, press Send Now.

Another option I can provide you is to check this page: Apps for QuickBooks Desktop. You can view a list of third-party apps that allows you to mark imported invoices as Email later.

 

Let me know in the comments below if you have additional questions about importing invoices in QuickBooks Desktop. I'll get back to you as soon as I can. Enjoy the rest of the day!

Fiat Lux - ASIA
Level 15

How to bulk email invoices (not marked for email) when in multi-currency?

@mmcguire85 

Prepare your Invoices data with the following template

CustomerTransaction DateRefNumberPO NumberTermsClassTemplate NameTo Be PrintedShip DateBillTo Line1BillTo Line2BillTo Line3BillTo Line4BillTo CityBillTo StateBillTo PostalCodeBillTo CountryShipTo Line1ShipTo Line2ShipTo Line3ShipTo Line4ShipTo CityShipTo StateShipTo PostalCodeShipTo CountryPhoneFaxEmailContact NameFirst NameLast NameRepDue DateShip MethodCustomer MessageMemoCust. Tax CodeItemQuantityDescriptionPriceIs PendingItem Line ClassService DateFOBCustomer Acct NoSales Tax ItemTo Be E-MailedOtherOther1Other2Unit of MeasureAR AccountCurrencyExchange RateSales Tax Code
Anne's Bakery01/09/2020100    Y15/09/2020Anne's BakeryOne Harbor Street  AnytownNY12345USAAnne's BakeryOne Harbor Street  AnytownNY12345USA(123) 456-7890          NonCabinets10Cabinets1000              Non
Anne's Bakery01/09/2020100    Y15/09/2020Anne's BakeryOne Harbor Street  AnytownNY12345USAAnne's BakeryOne Harbor Street  AnytownNY12345USA(123) 456-7890          NonHardware10Hardware50              Non
John's Barber Shope02/09/2020101    Y15/09/2020John's Barber Shope1 Main Street  AnytownNY12345USAJohn's Barber Shope1 Main Street  AnytownNY12345USA(999) 888-8888          NonBlueprints1Blueprints500              Non

 

then utilize one of these importer tools

https://transactionpro.grsm.io/qbd

https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

 

 

mmcguire85
Level 1

How to bulk email invoices (not marked for email) when in multi-currency?

As an update - I know third party (paid) software exists. I am looking for solutions within Quickbooks. Thanks. 

mmcguire85
Level 1

How to bulk email invoices (not marked for email) when in multi-currency?

Thanks. I don’t have a question, but I think you’re confirming Quickbooks cannot do what I asked, correct?

 

I’m wondering why Quickbooks gives 3rd party software developers the ability to mark imported invoices to “email later” but does not provide that service for users. The very same option for “to print” is available, so it’s a curious restriction. 

mmcguire85
Level 1

How to bulk email invoices (not marked for email) when in multi-currency?

Thanks I know how to import already. 

Rea_M
Moderator

How to bulk email invoices (not marked for email) when in multi-currency?

You've got me here to share additional insights about emailing invoices by bulk using QuickBooks Desktop (QBDT) with enabled multicurrency, @mmcguire85.

 

I hear you, and I can see the benefit of being able to email your invoices in bulk for you and your business. You may follow what Ryan_M and Fiat Lux - ASIA suggested above as an alternative. Then, I encourage you to send feedback or product suggestions.

 

Your valuable feedback will be forwarded and reviewed by our Product Development team to help improve your experience while using the program. Here's how:

  1. Go to the Help menu.
  2. Choose  Send Feedback Online.
  3. Click on Product Suggestion.
  4. Click on the drop-down for Type of Feedback and select Product Suggestion.
  5. Select the Product Area.
  6. Then enter your thoughts and suggestions.
  7. Once done, select Send Feedback.

 

I've attached screenshots below for your reference.

 

Also, I'm adding this article to further guide you in managing your business growth and income transactions in QBDT: QuickBooks Help Articles for Sales and Customers. It also includes related articles about emailing sales forms and refunding transactions, to name a few.

 

I'm all ears if you have other questions about emailing and importing invoices in QBDT. Just reply here or create a new thread. I'll be right there with you. Take care always.

Moshele
Level 1

How to bulk email invoices (not marked for email) when in multi-currency?

Can you share how you select the email later with the iif import?

4Gal
Level 11

How to bulk email invoices (not marked for email) when in multi-currency?

@Moshele 

As I know IIF doesn't support it. You can prepare Invoices data with the following template

CustomerTransaction DateRefNumberPO NumberTermsClassTemplate NameTo Be PrintedShip DateBillTo Line1BillTo Line2BillTo Line3BillTo Line4BillTo CityBillTo StateBillTo PostalCodeBillTo CountryShipTo Line1ShipTo Line2ShipTo Line3ShipTo Line4ShipTo CityShipTo StateShipTo PostalCodeShipTo CountryPhoneFaxEmailContact NameFirst NameLast NameRepDue DateShip MethodCustomer MessageMemoCust. Tax CodeItemQuantityDescriptionPriceIs PendingItem Line ClassService DateFOBCustomer Acct NoSales Tax ItemTo Be E-MailedOtherOther1Other2Unit of MeasureAR AccountCurrencyExchange RateSales Tax Code
Anne's Bakery01/09/2020100    Y15/09/2020Anne's BakeryOne Harbor Street  AnytownNY12345USAAnne's BakeryOne Harbor Street  AnytownNY12345USA(123) 456-7890          NonCabinets10Cabinets1000              Non
Anne's Bakery01/09/2020100    Y15/09/2020Anne's BakeryOne Harbor Street  AnytownNY12345USAAnne's BakeryOne Harbor Street  AnytownNY12345USA(123) 456-7890          NonHardware10Hardware50              Non
John's Barber Shope02/09/2020101    Y15/09/2020John's Barber Shope1 Main Street  AnytownNY12345USAJohn's Barber Shope1 Main Street  AnytownNY12345USA(999) 888-8888          NonBlueprints1Blueprints500              Non

 

then use TP Importer to proceed. It's a $199 one time license and you can get $100 cashback to purchase it thru a partner.

https://get.transactionpro.com/qbd

 

Moshele
Level 1

How to bulk email invoices (not marked for email) when in multi-currency?

@mmcguire85 wrote he knows how to do it, so iam wondering 

 

Where do I put To Be E-Mailed and does it check off the box email later?

Bryan_M
QuickBooks Team

How to bulk email invoices (not marked for email) when in multi-currency?

Hi there, @Moshele.

 

I agree with what @4Gal stated about IIF doesn't support bulk email later invoices. You need to use a third-party app to import and link transactions.

 

In the meantime, I recommend submitting direct feedback to our Product Development Team. They might add this to our future product updates.

 

For guidance in checking the format of your file, download the sample IIF File in this article: IIF Overview: import kit, sample files, and headers.

 

If you have additional questions about IIF and managing emails to your transactions, click the Reply button below. I'll be willing to lend a hand. Keep safe always

Moshele
Level 1

How to bulk email invoices (not marked for email) when in multi-currency?

Iam not looking it should link anything I don't even understand what it means 

 

All I need i should be able to email it later 

 

So I need the email later check box to be checked off

4Gal
Level 11

How to bulk email invoices (not marked for email) when in multi-currency?

@Moshele 

You need a 3rd party importer tool to answer your question.

CharleneMaeF
QuickBooks Team

How to bulk email invoices (not marked for email) when in multi-currency?

I know this functionality to email your imported transactions, Moshele. I'm here to share some insights.

 

At this time, the Email later check box in the imported IIF files is unavailable. The only available option is the Print later button. 

 

Since this feature hasn't been added yet, I'd recommend sending a feature request directly to our Product Development team. It will help us improve your experience and the features of the program. 

 

Here's how:

  1. Go to the Help menu and then select Send Feedback Online.
  2. Choose Product Suggestion.
  3. Add the type of feedback.
  4. Type in your feature suggestion.
  5. Once done, click Send Feedback.
    Capture1.PNG

 

I'm only a few clicks away if you need assistance managing or emailing your transactions in QuickBooks. It's always my pleasure to help you out.

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