Account management

Hi texaspcdoctor, 

I know this isn't easy to deal with this. I want to share the solution you need and use your QBDT current version without challenges when saving an invoice or any transactions. 

First, let's update your QuickBooks Desktop to the latest release to have the latest features and fixes. Open QuickBooks Desktop and go to the Help menu. Then, select Update QuickBooks Desktop. For reference, we can use this link: Learn to keep your software up-to-date.  

Once done, we can go to the Preferences window and double-check the setup. Here's how:

1. Go to Edit and select Preferences.
2. In the Send Forms, click Company Preferences.
3. Set the Delivery Method Default to None.
4. Click OK to reflect the changes.
   

When creating an invoice or any sales transaction, ensure the Email Later box is unchecked. That will save your invoice without needing to enter your company and customer email address.

We can visit these articles and review the things we can do to your sales forms to make them more personalized:
 

• Create and use custom fields in QuickBooks Desktop
• Fix common issues when you use and customize templates.
• Email sales forms, invoices, and statements in QuickBooks Desktop. 

That helps. Let me know if you have questions while recording transactions and saving any information entered within your company file. I always got your back.