email quickbooks online email invoices default email send later faq send invoices by email quickbooks online invoices QBO How Do I Default New Customers to Send Invoices By Email?

If you're syncing customers or transactions to QuickBooks Online, LMN will automatically create new customers for you (if needed).  But we often get the question "How do I default my new customers get their invoices emailed instead of printed?"

The answer is a simple settings change in QuickBooks Online.

  1. Click the Settings menu (it looks like a gear in the upper right corner)
  2. Choose the Account and Settings option
  3. On the left-hand side, choose the Sales settings
  4. In the Sales Form Content section, click the Preferred delivery method (which is likely set to Print Later)
  5. Change this drop-down to Send Later

New customers will now be defaulted to receive their invoices by email, not print. 

Note:  Customers set to SEND LATER must have a valid email address or else you'll get an error when exporting invoices to those customers.


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