A quick report showing all "To be printed" invoices and invoices that did not successfully send from QuickBooks Online.
Hello:
Have a quick report showing all "To be printed" invoices and invoices that did not successfully send from QuickBooks Online.
This was easy to lookup on Desktop and was a excellent way to see what invoices needed attention.
Currently, finding "To Be Printed" invoices is not quick nor is there a queue that would be easy to see what needed printing. Line in Desktop.
Currently there is no EASY way of knowing if an invoice was successfuly sent. There is no queue or warning.
All of this is vital to staying current with our customers! In the 26 years of useing QB Desktop, I never had any issues with sending or printing and mailing invoices. Now it makes us look real bad when every month we have several emailed invoices fail without warning.
Thank you for your time!!
Jeff
Jeffrey Spharler
shared this idea
-
Alana Tamura
commented
I completely understand your frustration. QuickBooks Desktop had a much more intuitive way of managing invoices, especially for tracking which ones were printed or successfully sent. The lack of a clear queue or warning system in QuickBooks Online definitely makes it harder to stay on top of invoicing and maintain smooth customer communication.
One workaround that might help is setting up custom tags or labels for invoices, so you can manually track their status until QuickBooks improves this feature. We use detailed stickers and labels in our packaging operations (Sticker & Labels https://www.packagingsandiego.com/sticker-labels/) to categorize and streamline our workflow something similar in QuickBooks might at least help organize pending invoices for now. Hopefully, QuickBooks listens to feedback and introduces a more efficient solution soon!