Is it possible to send a link for an invoice rather than emailing directly through your system? The emails are ending up in people's spam folder. Thank you

Hi there, @sctrojan551.

QuickBooks Self-Employed (QBSE) does not have a built-in feature that allows the option to send invoice links instead of through email. However, our team is constantly working on improving QuickBooks software, so it's a great idea to consider suggesting this feature for a future update.

To share your feedback on this feature with our Product Development team, you can take the following steps:

1. Click the Gear icon, and select Feedback under PROFILE.
2. Enter your comments and product suggestions.
3. Once done, click Next to submit.

You can also keep track of feature requests through the QuickBooks Online Feature Requests website.

On top of everything else, some emails from QuickBooks Online may have been marked as spam due to the email domain of your customer blocking @intuit.com. If your customer finds your email in their spam folder, you should advise them to mark it as This is not spam or Not Junk. Additionally, you may want to ask them to send a sample email to do_not_reply@intuit.com or add quickbooks@notification.intuit.com to their contacts. This will help their email provider recognize the @intuit domain as a trusted source.

Moreover, if you need help managing transactions in your QBSE account, you can visit the following articles:

• Manually import transactions into QuickBooks Self-Employed
• Manually add transactions in QuickBooks Self-Employed
• Add older transactions to QuickBooks Self-Employed

Please feel free to ask me any questions you may have about other processes in QBSE. I'm always here to help. Have a great day!

No such option exists.  At the bottom of the invoice I see the "Email" link.  The arrow options there are to "Save" and "Print."  When I click  There is neither a "Review and send" link nor a "Share Link."

Thank you 

Okay, if I sign on using QuickBooks Solopreneur, I see the options you mentioned before, but there is no button to create an invoice.  When I sign on using QuickBooks Self Employed, I can create an invoice, but I can't generate a link or access any of the additional "review and send" options.

Basically, I need to use QuickBooks Self-Employed to "create" the invoice, then QuickBooks Solopreneur to access the additional option of sharing as a link.  This is needlessly complicated.  The invoicing features and steps should be consistent across the board.  

Thank you for further explaining your concern about sending an invoice link. Allow me to join this thread and share additional information about this.

To begin with, as per what my previous colleague has mentioned, the option to send an invoice link in QuickBooks Self-Employed is unavailable. With this, I encourage you to submit a feature request by following the steps above.

On the other hand, since you have QuickBooks Solopreneur, I suggest creating the invoice there directly to streamline the process so you don't have to switch to QuickBooks Self-Employed.

Additionally, you can check out these articles that can help you personalize your invoice in QuickBooks Solopreneur: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Let me know if you have further concerns about sending an invoice link or have any QuickBooks-related queries. Keep safe.

Thank you.  I agree, using Solopreneur exclusively for invoices would be the next logical step, but as I said before I have to switch between the two platforms as there is no "create invoice" button anywhere on the Solopreneur invoicing site.  At the moment, I can only view and submit invoices on Solopreneur.  I cannot create invoices.   

Let's work together to troubleshoot and rectify this issue so you can create invoices seamlessly, sctrojan.

We can perform some basic troubleshooting steps to isolate the issue. It helps us check if the browser is already full of frequently accessed page resources, causing unusual responses.

Let's access our QBO account in a private browser (incognito window).

• Press Ctrl + Shift + N (Google Chrome)
• Ctrl + Shift + P (Firefox)
• Control + Option + P (Safari)

If it works, we can return to our default browser and clear the cache to refresh the system: Clear cache and cookies to fix issues when using QuickBooks Online. If it persists, we can use other supported browsers: System requirements.

Moreover, you can utilize this resource to learn more about the program and its features:

• Introduction to QuickBooks Solopreneur.
• Invoices and payments - QuickBooks Solopreneur.

I'm always prepared if you have more questions about your invoices or any other QuickBooks-related concerns. Kindly leave a comment below, and I'll promptly lend a hand.