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gcotton
February 15, 2022
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Emailing invoices from a closed period

  • February 15, 2022
  • 1 reply
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I am not able to email (directly from QBO) those invoices that are from a closed period. I have to "print" them as a PDF and attach them to an external email message. Is there a setting or permission that is needed?

Best answer by CharleneMaeF

I understand how difficult it is when you can't easily email your invoices, gcotton. I'll help you expedite the process.

 

In QuickBooks Online, you can still email your invoices from a closed period using the Batch actions feature. I'll show you how:

 

  1. Go to the Sales menu and then select Invoices.
  2. Place a checkmark beside the invoices you'd like to send.
  3. Select Batch actions, then click Send.

 

To learn more about the process, please see this article: Email or Print Multiple Invoices and Sales Forms.

 

For more tips in preventing changes to past transactions, I encourage browsing this article: Close your Books in QuickBooks Online.

 

Additionally, I've included an article that'll help you learn more about what you and your accountant need to do in QuickBooks Online to close out the previous year and prepare for the new one: Year-end Guide.

 

I'm only a few clicks away if you need assistance with your other QuickBooks tasks, gcotton. It's always my pleasure to help you out again.

1 reply

C
CharleneMaeFAnswer
February 15, 2022

I understand how difficult it is when you can't easily email your invoices, gcotton. I'll help you expedite the process.

 

In QuickBooks Online, you can still email your invoices from a closed period using the Batch actions feature. I'll show you how:

 

  1. Go to the Sales menu and then select Invoices.
  2. Place a checkmark beside the invoices you'd like to send.
  3. Select Batch actions, then click Send.

 

To learn more about the process, please see this article: Email or Print Multiple Invoices and Sales Forms.

 

For more tips in preventing changes to past transactions, I encourage browsing this article: Close your Books in QuickBooks Online.

 

Additionally, I've included an article that'll help you learn more about what you and your accountant need to do in QuickBooks Online to close out the previous year and prepare for the new one: Year-end Guide.

 

I'm only a few clicks away if you need assistance with your other QuickBooks tasks, gcotton. It's always my pleasure to help you out again.

G
gcottonAuthor
February 17, 2022

Thank you so much...I was wondering how emailing an invoice (whether from a closed period or not) would affect the books! It made no sense, since we are not CHANGING the invoice, just emailing it! Thanks again!

    MorganB
    MorganB
    February 17, 2022

    I'm so glad you received the answer you were looking for here in the Community, gcotton!

     

    You know where to come if you ever need a hand again in the future. Take care!

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