Charlotte94
Level 1

Other Questions

I have just been asked by another client to please send invoices attached to the email as they need to be able to access and save easier on their phone. It seems my choices are to export the PDF and send in a separate email (wasting my time and also then meaning I can't mark invoices as paid, which makes the tracking part of QBSE completely defunct), to send the email via quickbooks and also export as PDF (looking pretty unprofessional) or to tell my employer that he just has to lump it (even more unprofessional).

 

I can see from this thread that this has been discussed since 2019. It's pretty clear to me that QB are banking on people upgrading to a more expensive version so they can have this feature, which is pretty terrible. One more moderator posting that they'll 'forward the information on to the development team' isn't going to change a thing. I think it's time I start exploring Xero and Sage, because QB obviously don't care about providing what the client needs.