QB MAC Pro 2022 Help

Thanks for reaching out to the Community, PhantomGirl.

When creating invoices, you can save them into your books without having to print them. Printing is optional. If you'd like to not print them, you simply don't print copies of them.

In regard to emailing multiple invoices, you can do so from your Send Forms screen.

Here's how:

1. In the top menu bar, go to File.
2. Click Send Forms....
   
3. Find each transaction you'd like to email and tick their checkboxes.
4. Select Send Now.
   

I've also included a detailed resource about emailing transactions which may come in handy moving forward: Email sales forms, invoices, & statements

If there's any additional questions, I'm just a post away. Have a great day!

Zack

Thank you.  When I created the invoices I did just click SAVE at the bottom.  I don't understand how I created them to print.  I wasn't trying to do that. 

Hi, PhantomGirl.

I'm so glad to see that my colleague was able to help you out today. If there's anything else that you need or if you have any other questions feel free to post here anytime.

Thanks for being the best part of QuickBooks and have a lovely day!

Rose

I still have one unanswered question.  When I created invoices once completed I clicked SAVE at the bottom.  At no time did I click anything to state PRINT.  Now these invoices are all in the print que.  How do I create an invoice and save it without having it setup to print.  That is the last thing I need help with.

MadelynC

THANK YOU SO MUCH.  What no one pointed out was there is a small icon above the Memo line that states Print Later!  Which is either blue or grey depending on which way it is being setup.  Such a simple fix LOL

Now if you really want a challenge (which I'm sure you don't LOL) Why am I getting a pop up message when I go to save or email an invoice that states "ONE OR MORE ITEMS HAVE NOT BEEN ASSIGNED A CLASS" when I have already turned off Class in Preferences.  If you could help me stop this I'd promise to be the happiest new QB customer around!!!

Thanks for getting back to us, PhantomGirl.

It seems that QuickBooks remembers the last transaction used when saving invoices. For instance, if this is only happening when you've chosen the customer, it could be because the program is set to remember the last invoice information you entered for them. 

You'll want to check the settings by following these steps:

1. Choose Edit from the top menu bar.
2. Click Preferences.
3. Select General from the left menu.
4. On the My Preferences tab, look for the Automatically Recall Information section.
5. Uncheck the box for Automatically remember account or transaction information.
6. Click OK to save these changes.

Now, check if that makes a difference when saving or emailing an invoice. 

If you're getting the same results, I recommend giving our phone support team a call to further check on this.
 

Feel free to comment below if you need more help. The Community is always here to assist.

This is one of the problems I have when I'm getting answers from the community.  I am using QB Mac Pro 2022

There is no Preferences under Edit.  There is Preferences under QB tab but there is no General, My Preferences.

Can you please direct me to this on QB MAC Pro 2022.  That would really help

I can help you with that, PhantomGirl.

Going back to your previous post, the message you've mentioned will pop up once the option to warn you when a transaction isn’t assigned to a class has been turned on. You can follow these steps to turn it off:

1. Go to the QuickBooks menu.
2.  Choose Preferences.
3. In the Workflow section, select Transactions.
4. Unselect the Use class tracking and Prompt to assign classes option.
5. Click OK to save the changes.

If you need some reference in completing your other tasks or answers to frequently asked questions, you can browse a topic from Help Article page.

Feel welcome to reach out to me again with any concerns you may have. I'll always have your back.