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Level 1

Invoices are being emailed out at random times and not by any of our users. Quickbooks is sending the invoices. I need to speak with someone.

 
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QuickBooks Team

Invoices are being emailed out at random times and not by any of our users. Quickbooks is sending the invoices. I need to speak with someone.

Welcome to the Community,markeemarine.


Invoices are automatically sent when they’re set up as recurring transactions in QBO. Let’s go to the Recurring Transactions page to check it.


Here’s how:

 

  1. Click the Gear icon at the top and pick Recurring Transactions under Lists.
  2. On the Recurring Transactions page, look for the invoices you’re working on and open them one at a time.
  3. Go to the Action column and hit the Edit link to view the transaction details.
  4. On the Recurring Invoice page, navigate to the Options section and check if the box for Automatically send emails is selected.auto.png
  5. Unmark the box for Automatically send emails is selected if you don't want QuickBooks to automatically send the entries.
  6. Click Save template to keep the changes.

If you want to modify the transaction, edit it to keep this from happening again.  If you're using the Advanced version and created a workflow, you can delete or turn it off. Follow the instructions in this article and go directly to Step 3 for detailed instructions: Use workflows in QuickBooks Online Advanced to send reminders. 

 

However, if you still wish to speak with our QBO Care Team, follow the steps below to get the contact information. Here’s how:

 

  1. Tap the Help icon at the top to display the QB Assistant window.
  2. Press the Talk to a human menu and enter the issue/topic.
  3. Follow the on-screen instructions to complete the process.
  4. Choose to Message an agent for real-time assistance or Get a callback.

For future reference, this article contains resources to help efficiently manage recurring entries: Create recurring transactions in QuickBooks Online. 


Please let me know if I can be of additional assistance by leaving a comment. I’ll pop right back in to help. Enjoy the rest of the day.

Highlighted
QuickBooks Team

Invoices are being emailed out at random times and not by any of our users. Quickbooks is sending the invoices. I need to speak with someone.

Greetings, markeemarine.


Were you able to perform the steps on how to review the Recurring Transactions set up or Workflows? I want to ensure the program will not randomly send your invoices.


Click the Reply button if you have additional questions or concerns about QBO. I’ll be glad to lend a helping hand.

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