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Replying to:
Catherine_B
QuickBooks Team

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Hello there, crg131.

 

While the option to let QuickBooks know that you sent it outside the system is unavailable, you'll want to manually indicate on the invoice through the Message on invoice field that you already downloaded and sent it. You also have a way to add a custom field on the invoice where you can input the said note that it's manually sent. 

 

I know how convenient this is for you, I'll send another feedback request and it might be added on our future updates. I also suggest sending one. Here's how: 

 

  1. Click the Gear icon.
  2. Under PROFILE, click Feedback.
  3. Enter your suggestion and then click Next.

For more details about creating and sending invoices together with customizing the form, please see this reference: Learn how to create and send invoices in QuickBooks Online.

 

Let me know if you have any other concerns or questions. I’ll be right here to answer them for you. Have a great rest of the day.

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