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I have a client who's been using POS forever. Printing and emailing forms has worked without fail. They moved their desks and suddenly he couldn't email quotes. The fix was easy. Had to select the PDF printer then instantly an email popped up. Great. However the next time he selected print for a form, the PDF printer was selected.
So now, every time he wants to switch, he has to select the printer. How can I set it so the printer is the default printer and the PDF is the default email printer? Like it was a few days ago! I ran the tools "Fix PDF printing" applet already without change.
Thank you,
Lisa
Good to see you here in the Community, @lisa.
Currently, the option to set the printer and PDF as the default one is not available. I understand how this feature would help you manage your receipts more conveniently.
Please know that we roll out product enhancements and updates based on our customer's requests. Rest assured, I'll take this as feedback and share this post with our management. This way, they can pass it to our engineering team for consideration.
As we assess this opportunity, I encourage visiting our blog to stay current with all recent happenings and future developments in QuickBooks, such as updates to newly added features.
You can visit this article to learn more about how the supported receipt printers work in QuickBooks Point of Sale: List of compatible and supported hardware for QuickBooks Point of Sale.
If I can be of any additional assistance with printing your receipts, please let me know by tagging my name in the comment section. I'll be right here to continue helping.
I don't think I was clear. For years the user was able to select print or email without issue. a quote or any document could be selected and it worked. After an uneventful move, he called me saying he couldn't email anymore. I remoted in and saw the message displayed that said to select the printer and email program. I selected the pdf printer, and instantly an email opened with the attached document. We thought all was fixed.
A few minutes later he called saying "now it won't print". (only in QB POS). I remoted in and saw a similar or the same message. the print dialog was open and the selected printer was the PDF.. I changed it to the default printer and he could print again.
I had him test email directly after and it was the same thing. He can email 10 in a row, and does not have to select the printer, but as soon as he switches from print to email or from email to print, the printer has to be selected again. This is not the default process. They've never had to do this.
This is not the impression we want you to experience when using QuickBooks Point of Sale, NNLisaNN.
I appreciate you for performing the troubleshooting steps to get this sorted out. Let's make sure you have the latest printer drivers for your printer. We can go to the manufacturer's website to download and install the most current drivers. Then, ensure that there are no error lights displayed on the printer itself. Once done, refer to the printer manufacturer's documentation for any of the following:
Then, try setting up the Print directly to the printer option on your computer and try printing a document again. Here's how:
If the same thing happens where you need to switch from print to email or from email to print, I'd suggest contacting our QuickBooks Point of Sale Support Team. They'll pull up your account in a secure environment and investigate what's causing this issue.
Feel free to visit our Help articles page to seek sources to guide you in performing any QuickBooks tasks. Simply type a keyword of your concern on the search field and let the system show related articles to help you.
I'd like to know how you get on after trying the steps or after contacting our support. I want to ensure this is resolved for you. Just reply to this post and I'll get back to you. You have a good one.
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