Managing 'Print Later' Settings for Invoices Exported from BuildOps to QuickBooks
When exporting invoices from BuildOps to QuickBooks, users may notice that the invoices are marked with the "Print Later" option by default. This is a QuickBooks-specific behavior and is not controlled by BuildOps. Below, we’ve outlined the key information about this integration and provided detailed steps to adjust these settings directly in QuickBooks.
Why are Invoices Marked as 'Print Later' in QuickBooks?
The "Print Later" flag is a default setting within QuickBooks that is outside the control of BuildOps. BuildOps does not include any feature or setting during the export process that determines whether invoices should be printed. As such:
The "Print Later" prompt in QuickBooks is entirely a function of QuickBooks itself .
BuildOps cannot remove or modify this QuickBooks default setting during the export process .
Changing the 'Print Later' Default Setting in QuickBooks
To prevent invoices from being marked with "Print Later" by default, you’ll need to adjust the preferences directly in QuickBooks. Depending on your version of QuickBooks, follow one of the methods below.
Method A: Update Global Preferences
Open QuickBooks Desktop.
Navigate to the Edit menu and select Preferences.
In the left panel, find and select Send Forms or Printing (the option name can vary depending on your QuickBooks version).
Locate the section labeled "Default Send/Print Options for Sales Forms."
Uncheck the "Print Later" checkbox. Optionally, uncheck "Email Later" if desired.
Click OK to save your changes .
Method B: Update Preferences from an Invoice
Open QuickBooks and navigate to Customers → Create Invoices.
Open an existing invoice or create a new one.
On the invoice form, uncheck the "Print Later" checkbox.
If you’d like to make this change a default for future invoices: - In some versions, go to the Formatting tab → Customize Data Layout. - Alternatively, go to Edit → Preferences, then choose Sales & Customers (or Sales Forms) → Company Preferences tab, and uncheck the relevant default settings.
Save your changes and create a new invoice to confirm the "Print Later" option is no longer selected by default .
Key Takeaways
The "Print Later" setting in QuickBooks is controlled entirely within QuickBooks and cannot be influenced by BuildOps.
Adjusting the default preferences in QuickBooks is the only way to modify how this setting affects exported invoices.
By following these steps, you can ensure that invoices exported from BuildOps to QuickBooks are no longer marked with the "Print Later" flag, streamlining your workflow and avoiding unnecessary prompts.