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M
mmcguire85
June 30, 2021
Question

How to bulk email invoices (not marked for email) when in multi-currency?

  • June 30, 2021
  • 2 replies
  • 0 views

I suspect the answer is " you can't" because Quickbooks has too many limitations, but I'm posing this question just in case someone has an answer.

 

I'm looking for a way to bulk email or mark "email later" many invoices at once. I am using Quickbooks Desktop Pro 2019 WITH Multicurrency Enabled.

 

Facts / Limitations:

  • Invoices are not marked "Email Later" because they are imported from an IIF file and (for some reason) that is literally the one option developers did not enable for IIF imports.
  • I can't use Income Tracker to select and email because (for some reason) Income Tracker is turned off when using MultiCurrency. Same as create batch invoices
  • There are about 1,000 invoices, so I would PREFER not to email one at a time.

 

This seems like it should be a simple fix and I'm not sure why everything is conspiring against me here, but this just may be a limitation of Quickbooks. Anyone else run into this or have any ideas?

2 replies

R
Ryan_M
June 30, 2021

I appreciate the details you included in your post, @mmcguire85. I'll take care of this query for you. 

 

As you stated above, invoices that are imported via IIF files aren't marked as Email later. You have the option to do this by hand, then proceed to email them in batches. When you're ready, follow the steps below:

 

  1. Go to the File menu, then select Send Forms.
  2. Review the list of forms to email. Untick the checkbox for those you don't want to send. 
  3. To proceed, press Send Now.

Another option I can provide you is to check this page: Apps for QuickBooks Desktop. You can view a list of third-party apps that allows you to mark imported invoices as Email later.

 

Let me know in the comments below if you have additional questions about importing invoices in QuickBooks Desktop. I'll get back to you as soon as I can. Enjoy the rest of the day!

M
mmcguire85Author
July 1, 2021

Thanks. I don’t have a question, but I think you’re confirming Quickbooks cannot do what I asked, correct?

 

I’m wondering why Quickbooks gives 3rd party software developers the ability to mark imported invoices to “email later” but does not provide that service for users. The very same option for “to print” is available, so it’s a curious restriction. 

Fiat Lux - ASIA
Fiat Lux - ASIA
July 1, 2021

@mmcguire85 

Prepare your Invoices data with the following template

CustomerTransaction DateRefNumberPO NumberTermsClassTemplate NameTo Be PrintedShip DateBillTo Line1BillTo Line2BillTo Line3BillTo Line4BillTo CityBillTo StateBillTo PostalCodeBillTo CountryShipTo Line1ShipTo Line2ShipTo Line3ShipTo Line4ShipTo CityShipTo StateShipTo PostalCodeShipTo CountryPhoneFaxEmailContact NameFirst NameLast NameRepDue DateShip MethodCustomer MessageMemoCust. Tax CodeItemQuantityDescriptionPriceIs PendingItem Line ClassService DateFOBCustomer Acct NoSales Tax ItemTo Be E-MailedOtherOther1Other2Unit of MeasureAR AccountCurrencyExchange RateSales Tax Code
Anne's Bakery01/09/2020100    Y15/09/2020Anne's BakeryOne Harbor Street  AnytownNY12345USAAnne's BakeryOne Harbor Street  AnytownNY12345USA(123) 456-7890          NonCabinets10Cabinets1000              Non
Anne's Bakery01/09/2020100    Y15/09/2020Anne's BakeryOne Harbor Street  AnytownNY12345USAAnne's BakeryOne Harbor Street  AnytownNY12345USA(123) 456-7890          NonHardware10Hardware50              Non
John's Barber Shope02/09/2020101    Y15/09/2020John's Barber Shope1 Main Street  AnytownNY12345USAJohn's Barber Shope1 Main Street  AnytownNY12345USA(999) 888-8888          NonBlueprints1Blueprints500              Non

 

then utilize one of these importer tools

https://transactionpro.grsm.io/qbd

https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

 

 

M
mmcguire85Author
July 1, 2021

As an update - I know third party (paid) software exists. I am looking for solutions within Quickbooks. Thanks. 

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