Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
I recently migrated from desktop to online. In my sales window (and in individual customers pages), there are 385 invoices and estimates that need to be printed. These are very old invoices and don't need to be printed. However, QB online does not provide an Action item to remove them from the queue. I've also opened the invoices and there is nowhere on the invoice to take off the "print later" button like in the desktop version. Nor do I have time to open 385 old invoices and remove do this. Even closed invoices are indicating that they need to be printed.
On an estimate, there is an "update status" option. I tried "re-closing" it and that doesn't work either.
Even if I print them - they are not removed from the sales transaction window and still indicate that they need to be printed. This is a major glitch.
I read a community post about how to do this (but it's two years old) and it doesn't work. I've also read the help instructions and they don't work either. I've spent way too much time trying to figure this out. It's a migration issue and your techs need to resolve this. There also needs to be a "pre-migration" checklist so that we can avoid problems like this.
Can someone please tell me how to get these old invoices and estimates that DON'T need to be printed off of my sales transaction window?
Thank you.
Hi there,@BJZ1718.
I know how convenient it is for you to remove old invoices from the sales window that don't need to print. However, that print queue is already there by default. Even if we unmark Print Later from the invoice, it will still appear on the sales window and the invoice itself. Refer to the screenshot below.
Since it's there by default, it's up to you when to print your invoices. You can print it as many times as you want. If you want to see if an invoice has been printed or not, you can run the Invoice List by Date report. I'll guide you on how.
I'm adding this article to learn how to know how to personalize and add specific info to your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.
The Community team is always here if you have other questions about invoices. Take care and have a good one!
Hi Mary, I'm not sure if you didn't read my question thoroughly or don't understand what I am asking but I will try again. Please reread it for complete info but below are the two main questions:
1) It doesn't matter if a print an old invoice - it does NOT remove it from the sales or invoice windows and still indicates that it needs to be printed.
2) I have 385 OLD invoices that came over from the migration that indicate that they need to be printed. I DO NOT WANT TO PRINT THESE INVOICES - EVER. Reprinting all of these invoices is not an acceptable solution.
I am looking for a solution to remove these from the invoices window WITHOUT HAVING TO PRINT EVERYONE OF THEM. I don't want to print them. I want them removed from the print queue. And as I mentioned previously, it is unacceptable to expect a customer to print out 385 old invoices simply because they came over during the migration as needing to be printed. But additionally, EVEN IF I WANTED TO PRINT THEM ALL, it does not unmark them from printing or remove them from the sales and invoices windows.
Please refer this to your tech department and have them figure out a solution to this problem. As I previously indicated, the online software needs to provide a "mark as printed" option.
Thank you.
Let me shed some light on your printing concern, BJZ1718.
The Print Later option is available when you click on the Print or Preview menu at the bottom of the Invoice page. Even though you've printed the invoice, the Print option will still appear under the Action menu.
This reference provides instructions and information about sending multiple sales entries and printing them: Email or print multiple sales forms in QuickBooks Online.
You may notice differences in how your books appear when you switch from the desktop program to QuickBooks Online (QBO). This reference discusses in detail how your books were moved: Learn how features and data move from QuickBooks Desktop to QuickBooks Online.
I want to be sure you have the resources to help you navigate the program. The following links provide a list of articles and online tutorials related to your accounting tasks:
If you have other QuickBooks concerns or additional questions about printing transactions, drop a comment below and tag my name. I'd be delighted to assist you further.
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here