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apms
June 17, 2023
Question

How do I print out collection letters for those clients that I do not commincate with via email?

  • June 17, 2023
  • 5 replies
  • 0 views
Original commenter did not share additional details

5 replies

Mich_S
June 17, 2023

The functionality to access and print out collection letters is only available in QuickBooks Desktop, @apms.

 

Alternatively, you can use the Send reminder option in QuickBooks Online. You can only print past-due invoices when sending reminders, though. See the image below for reference:

 

 

I recommend sending us feedback about this. Your insights will be forwarded to our product developers to consider adding your desired feature in the future. This also helps them improve your QBO experience. Here's how:

 

  1. Click on the Gear icon, then hit Feedback.
  2. Type in your product suggestions.
  3. Then click Next to submit feedback.

 

 

Feel free to also browse through our QuickBooks Online Feature Requests webpage for any feature request updates.

 

Lastly, you can look for a third-party application that you can integrate with QBO that allows you to print out collection letters for clients without email.

 

Here are extra modules you can read in case you want to bill your customers for products and services you sell to them:

 

 

You can always get back to us if you need more help with customers, letters, or QuickBooks. The Community we'll make sure to lend a hand to you and your business. Take care!

apmsAuthor
June 24, 2023

So I have to go back to using a discontinued product - that I was told I could no longer use after May 31, 2023 - to print collection letters so I can mail them? How are the new invoices I'm creating in QBO going to show up in the Desktop version? It sounds like I'll have to manually create each letter and copy and paste infromation from QBO to the letter template in my Desktop version. I already spend more time navigating to different screens and menus in QBO to accomplish the same processes than I used to do in less time in Desktop, whcih means I spend MORE time doing the same work. What was the point in upgrading?

Nicole_N
Nicole_N
June 24, 2023

Thanks for your follow-up, @apms. Allow me to elaborate or clarify things so you can get back to working order.

 

Please know that if you're using a QuickBooks Desktop (QBDT) version with one time license, then you can still use that. However, if it's a QBDT subscription then you can no longer use it unless you'll going to renew.

 

Also, the option to print out collection letters is unavailable in QuickBooks Online (QBO). You can only set up and send reminders instead to let your customers know their payments are due. And yes, you can print the invoice and manually create a collection letter. Refer to the screenshot below on how to print invoices.

 


 

Moreover, your feedback is definitely valuable to Intuit. It will be reviewed by our Product Development team and considered in future updates. You may follow the steps shared by my peer above on how to do it. Stay up-to-date with the latest news about your product by reviewing Intuit's Product Updates webpage.

 

Once your customer already paid their invoice, refer to this article on how to record it in QuickBooks: Record invoice payments in QuickBooks Online.


Let me know how it goes or if you have any follow-up questions. I'll be here if you need further assistance. Take care, and have a nice day.

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