Skip to main content
January 1, 2023
Question

Does quickbooks automatically send invoice without the consent of the accountant operating it. Because i am having the same issue here.

  • January 1, 2023
  • 1 reply
  • 0 views
This morning i discovered that an invoices that has already been sent to a customer was edited and sent again to the customer without my consent. 

When i check the Audit to know were the fault is coming from. 

What i got is that the Administrator Edit and send it.

So i believe is the Application Error.

Please how can this be fixed?

1 reply

JoesemM
January 1, 2023

Hello there, @John11.

 

Let me share some insights about automatic editing and sending your invoices made by System Administration.

 

QuickBooks Online (QBO) tags transactions as created by the "System Administration" if these transactions are:

 

  •  recurring
  •  added through bank rules
  •  automatically applied for credits
  •  added from a third-party app

 

Let's check your recurring window if there's a template created. If there's, that's the reason why it keeps sending invoice. You can stop that by deleting it. 

 

Here's how: 

 

  1. Click the Gear icon, then choose Recurring Transactions.
  2. Locate an invoice template, then click Pause or Delete in the Action drop-down. 
  3. Tap Yes to confirm.

 

This will stop the system from creating random transactions. For more information, see this link: Review your recurring transactions in QuickBooks Online.

 

You may also want to visit the pages below about handling customer's transactions, sales forms, and reports. 

 

 

Feel free to get back to us if you have any questions about system administration or concerns with QuickBooks. We're here to help you as always. Take care!