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GL25
April 3, 2024
Question

Email Later function in QB Desktop

  • April 3, 2024
  • 1 reply
  • 0 views

We import invoices using transaction pro importer and it is not maintain the ‘email later’ check. 

 

Has anyone run into this issue and come up with a solution or is there a way to “globally” select the last invoice for every customer and apply the email later check?

 

We have a lot of customers so doing it manually is not an option.

 

Any help is greatly appreciated

1 reply

MorganB
MorganB
April 3, 2024

Hi there, GL25.

 

Thanks for posting your question here in the Community. I want to make sure you're able to use the email later function in your QuickBooks Desktop account.

 

The Desktop platform has a sticky setting feature that remembers the previous info used for invoices and will continue to use that info unless it's changed. The ''email later checkbox if the customers preferred delivery method is an email" feature ensures that invoices will be set to "email later" for all customers that want invoices to be emailed.

 

Here's how you can verify that it has been checked:

 

1. Click the Edit menu, select Preferences.
2. Choose Send Forms.
3. Go to the My Preferences tab, select the Auto-check the Email Later checkbox if customer's Preferred Delivery Method is email.

 

If you're still having issues with this setting, you may need to reach out to the QuickBooks Desktop Support Team. Agents have specialized tools, like the ability to share your screen, to determine what's going on with the email later feature. The following article provides the steps to contact the team: Contact Desktop Support

 

Please feel free to drop a comment below if you have any other questions. I'll be here to help in any way that I can.

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