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joneill1186
Level 4

To Email box checked

Hi all! 

 

In the beginning of the year, we thought we were going to email invoices. We ended up not doing that, but we will be trying to start that up for the new year. Unfortunately, we never turned the auto "to email" setting off so we have thousands of invoices that still "need emailed". Is there a way to quickly clear this out or I do I have to go through each invoice and uncheck? 

 

Thanks, 

Solved
Best answer December 16, 2020

Best Answers
ReyJohn_D
Moderator

To Email box checked

You can count on me, @joneill1186.

 

You don't need to open the to be emailed invoices and uncheck the Email Later option manually. I've got a way to remove or clear them at once in QuickBooks . Follow along below to get this sorted out right away.

 

Here's how to do it:

 

  1. Go to the File menu at the top.
  2. Select Send Forms.
  3. Choose all the invoices you want to clear out.
  4. Click Remove to clear them.
  5. Select Close.

Also, you can turn off the auto-check email later option on the Preferences page. This way, you can manage what invoices to send moving forward. Let me guide you how:

 

  1. Click the Edit menu, and then choose Preferences.
  2. Select Send Forms, and then go to the My Preferences tab.
  3. Make sure the Auto-check the "Email Later" checkbox if customer's Preferred Delivery Method is email is disabled.
  4. Click OK when you're ready.

The good thing is, you can personalize your invoices to get the details that you need. For more insights about this, please see this article: Use and customize form templates.

 

I can provide more tips and guide if you have other questions about managing your invoices. I'm always around to help you.

View solution in original post

7 Comments 7
ReyJohn_D
Moderator

To Email box checked

You can count on me, @joneill1186.

 

You don't need to open the to be emailed invoices and uncheck the Email Later option manually. I've got a way to remove or clear them at once in QuickBooks . Follow along below to get this sorted out right away.

 

Here's how to do it:

 

  1. Go to the File menu at the top.
  2. Select Send Forms.
  3. Choose all the invoices you want to clear out.
  4. Click Remove to clear them.
  5. Select Close.

Also, you can turn off the auto-check email later option on the Preferences page. This way, you can manage what invoices to send moving forward. Let me guide you how:

 

  1. Click the Edit menu, and then choose Preferences.
  2. Select Send Forms, and then go to the My Preferences tab.
  3. Make sure the Auto-check the "Email Later" checkbox if customer's Preferred Delivery Method is email is disabled.
  4. Click OK when you're ready.

The good thing is, you can personalize your invoices to get the details that you need. For more insights about this, please see this article: Use and customize form templates.

 

I can provide more tips and guide if you have other questions about managing your invoices. I'm always around to help you.

joneill1186
Level 4

To Email box checked

My man! 

Thank you so much. I am in the process of doing this now. It's taking a long time because we had so many invoices. This will be super helpful. We wont turn on the auto "to email" preference until we plan on going live with this. 

Thanks! 

ReyJohn_D
Moderator

To Email box checked

You're most welcome, @joneill1186!

 

I'm glad to know that the steps I've provided helped you achieve your goal!

 

Meanwhile, I'll be adding these handy resources for more QuickBooks tips: Help articles.

 

You can always get back to me or post new questions here in the Community. I'll be here to provide another guide or two to ensure your success with QuickBooks. Take care!

PaysTooMuch
Level 2

To Email box checked

Tack! Much appreciated. I'm currently clearing out 2002-2022 Oh my god becky it's taking forever.

Sarah Pioneer
Level 1

To Email box checked

I know this conversation is crazy old, but any idea how many files you removed and how long it took? I’m going on 22 hours with 20k+ transactions. Really hoping it will be done soon. It said sending them would take 3 days, I assumed/hoped removing them would be way shorter….

SPELLC
Level 2

To Email box checked

If my preference is turned off OR on, it checks the box regardless. What am I doing wrong? I DO NOT want the box checked until I check it manually...help please! 

JamesAndrewM
QuickBooks Team

To Email box checked

You just need to ensure that the changes you've made in your Preferences are saved correctly. I'll guide you through the steps.

 

Ensure to click OK after turning off the auto-check email later option. This will enable you to control which invoices you will send in the future:

 

1. Click the Edit menu, then choose Preferences.

2. Select Send Forms and go to the My Preferences tab.

3. Ensure that the Auto-check the Email Later checkbox if the customer's Preferred Delivery Method is email is disabled.

4. Click OK.

 

 

If the issue persists, you'll want to utilize the Verify and Rebuild Data feature in your company file. It is to help us determine if there are issues with your company data. Here's how:

 

  1. Choose Window, then Close All.
  2. Verify Data. Choose File and Utilities. Select Verify Data. If you see:
  • “QuickBooks detected no problems with your data,” no further action is needed.
  • A specific error message there may already be an article for it. Try searching for it on our QuickBooks Desktop support site for instructions.
  • “Your data has lost integrity” indicates data damage in the file. Continue to the steps below to Rebuild Data to correct the issue.

 

For detailed information about the steps, please visit this article: Verify and Rebuild Data in QuickBooks Desktop.

 

You can also visit this article to learn what to do when you can't send forms or emails using the QuickBooks email service: Unable to email transactions or send forms using QuickBooks email service.

 

For additional QuickBooks-related concerns, don't hesitate to post them here in the Community. We're always available and willing to lend a hand to your queries. Have a great day ahead.

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