Quickbooks Online has confirmed that automatic email delivery for imported invoices is part of a new feature being tested with a limited group of Quickbooks Online customers.
Customers included in the test may see a banner in Quickbooks Online stating: Imported invoices are now sent automatically.
The banner provides two options:
- OK, got it — Enables the automatic invoice-sending feature.
- Manage settings — Opens the Quickbooks Online settings where the feature can be turned off.
If the feature is enabled, invoices imported into Quickbooks Online may be automatically emailed to the customer associated with the invoice.
How to Turn Off Automatic Invoice Sending
If you do not want Quickbooks Online to automatically email imported invoices, follow these steps:
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Sign in to Quickbooks Online.
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Click Settings ⚙️.
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Select Account and settings.
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Select the Sales tab.
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In the Invoice payments section, click the Edit ✏️ icon.
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Locate the automated invoice sending for imports option.
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Turn the option Off.
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Click Save.
Note: According to Quickbooks Online, only the company's Master Admin or Company Admin can disable this setting.
If You Did Not See the Quickbooks Online Banner
You may still have the feature enabled even if you did not notice the Imported invoices are now sent automatically banner.
If imported invoices are being emailed automatically:
- Follow the steps above to open Settings → Account and settings → Sales.
- Open the Invoice payments section.
- Review the automated invoice-sending option.
- Turn it off if you do not want imported invoices to be emailed automatically.
- Save the changes.
The availability or location of this setting may change while Quickbooks Online continues testing the feature.
Verify the Setting
After disabling the feature, we recommend testing the workflow:
- Import or post a test invoice through Webgility Online.
- Confirm that the invoice is created successfully in Quickbooks Online.
- Verify that Quickbooks Online does not automatically send the invoice to the customer.
- Confirm that Webgility Online continues to import or post invoices normally.
Note: This Is a QuickBooks Online Feature
If Webgility Online successfully posts the invoice to Quickbooks Online but Quickbooks Online automatically emails it to the customer, the email is being triggered by Quickbooks Online.
Webgility Online does not control this Quickbooks Online automated email setting.
If the setting is disabled and invoices are still being sent automatically, further investigation with Quickbooks Online Support may be required.
Frequently Asked Questions
Does Webgility Online automatically email the invoice?
No. If Quickbooks Online automatically emails an invoice after Webgility Online imports or posts it, the email is being triggered by the Quickbooks Online automated invoice-sending feature.
Why did this start happening suddenly?
Quickbooks Online is testing this feature with a limited group of customers. Your Quickbooks Online company may have recently been included in the test or the feature may have been enabled from the notification banner.
Can Webgility Online disable this feature?
No. The setting is managed directly in Quickbooks Online.
Who can disable the setting?
Only the Master Admin or Company Admin can disable the setting in Quickbooks Online.