Re: "Is to be Printed" and "Is to be Emailed" fields ignoring QB customer profile defaults via API

Method_Inderdeep — Wed, 11 Mar 2026 14:28:36 GMT

Hi Rafael,

In QuickBooks Desktop (QBDT), the “To be Printed” and “To be Emailed” options are not settings that can be configured at the customer level by default.
How it works in QBDT
To be Printed and To be Emailed are transaction-level flags.

They are set when creating the transaction (Invoice, Estimate, Sales Order, etc.).
Each document can be individually marked for printing or emailing.

Where you see it
When creating an invoice or estimate:
1.Checkbox “To be Printed”
2. Checkbox “To be Emailed”
These are applied per transaction, not automatically from the customer record.

Would you be able to share a screenshot showing where this is configured at the customer profile level in QuickBooks? This can help us to investigate this further.

- Inder

"Is to be Printed" and "Is to be Emailed" fields ignoring QB customer profile defaults via API

Rafael — Fri, 06 Mar 2026 20:44:46 GMT

In my QuickBooks Desktop setup, the Is to be Printed and Is to be Emailed fields are configured at the customer profile level. When invoices are created manually, those fields correctly follow the customer's profile settings.

I am using Method's API to create invoices in bulk (dozens at a time), syncing data from Aspire to QuickBooks Desktop.

The problem is that when I don't include IsToBePrinted or IsToBeMailed in the API payload — or send them as null — Method defaults both fields to false before syncing to QB. As a result, the invoices arrive in QuickBooks with those checkboxes unchecked, completely ignoring the customer profile defaults.

This is a significant issue for my workflow since I rely on those profile settings to determine how each customer receives their invoice.

I also investigated using the deliveryMethod field on the Method Customer record as a workaround — reading it per customer and explicitly setting the invoice fields accordingly. However, I found that deliveryMethod is always null in Method for all of our 5,000+ customers, even though the Preferred Delivery Method is correctly set on each customer profile in QB Desktop. This means Method is not syncing that field from QB at all.

Method:API Q&A

Re: "Is to be Printed" and "Is to be Emailed" fields ignoring QB customer profile defaults via API

"Is to be Printed" and "Is to be Emailed" fields ignoring QB customer profile defaults via API