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Anonymous
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Re: client / job preferences glitch

Great day, @DaveMurto,

 

It's great to see you here today. Allow me to help you with your email preference in Quickbooks.

 

 

You should be able to set the email preference for your customer transactions to send at a later time. Let me guide you through the steps:

  1. Go to the Edit menu.
  2. Select Preferences.
  3. From the Preference list, choose Send Forms.
  4. Go to My Preferences.
  5. Mark the Auto-check the "Email Later" checkbox.
  6. Click OK.

You can also check each customer's profile and verify if the Preferred Delivery Method is set to E-mail. Here's how:

 

  1. Go to the Customers tab.
  2. Select Customer Center.
  3. Double-click the customer name.
  4. Click Payment Settings.
  5. In the Preferred Delivery Method, choose E-mail.
  6. Click OK.

 

That should do it, @DaveMurto.

 

Should you need any further information, please do not hesitate to contact me. I'll be more than happy to help you. All the best!

 

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