Once you’ve saved an invoice and you’ve set up your QuickBooks Payments preferences, you can include a link in the email that allows your customer to pay the invoice online. Important: Make sure you don’t change the token «payment link». QuickBooks use your default email client when you email as a PDF. If it’s not Apple Mail or Outlook , here’s how to change it:. If you change your default email program to Apple Mail or Outlook, close and restart QuickBooks for the switch to take effect.

You can save all sales forms, registers, graphs, reports, checks, lists, mailing labels, and forms as PDF files to keep records. Or you can share them with your customers and vendors using email. Important: The supported email clients are only Apple Mail and Outlook If your default email client is different, make sure to change it.

If you have multiple items to email, you can select Email later on each open item. Then, go to File and select Email Forms to send them. You can select email tokens so you don’t need to enter each individual info every time you send an email to different customers.

This allows you to email forms to multiple customers at once. A token has guillemet characters «». For example, QuickBooks replaces «num» with the individual invoice number when emailing an invoice.

If you don’t have an email address for the recipient saved in the customer or vendor list, you can add an address on the Email Forms window. Double-click the Email Address column and enter the email address. You’ll be asked if you want to use this email address once or if you want to save it in the customer or vendor list. Make sure that the email address you’re sending the email to is valid. You can add a note to the emails so you can customize a message to your customer or vendor.

On the Email Forms window, select Save email as draft in email program. Email messages with sale forms attached are saved in the Drafts folder of your email program. Then, go to File and select Email Forms to send them.

You can select email tokens so you don’t need to enter each individual info every time you send an email to different customers. This allows you to email forms to multiple customers at once. A token has guillemet characters «». For example, QuickBooks replaces «num» with the individual invoice number when emailing an invoice.

If you don’t have an email address for the recipient saved in the customer or vendor list, you can add an address on the Email Forms window. Double-click the Email Address column and enter the email address. You’ll be asked if you want to use this email address once or if you want to save it in the customer or vendor list. Make sure that the email address you’re sending the email to is valid.

You can add a note to the emails so you can customize a message to your customer or vendor. On the Email Forms window, select Save email as draft in email program. Email messages with sale forms attached are saved in the Drafts folder of your email program.

Need to make changes or updates to your accounts or subscriptions? Visit the Account Management Page. QuickBooksHelp Intuit. Learn how to email sales forms, invoices and statements in QuickBooks Desktop. Edit the email message text of the form that you want to send. Note: QuickBooks automatically picks the template for the form you selected but you can still edit it and customize your email.

Send the form From the form, select the email icon. Was this helpful? Yes No. You must sign in to vote, reply, or post.

 
 

– Send forms in quickbooks desktop

 
Go to the File menu and select Send Forms. Then select the template you want to use from the Template drop-down. Select Edit from the sidebar menu. · Choose Preferences. · Go to the Send Forms section. · From the My Preferences tab, Select Outlook and then. Create custom email templates in QuickBooks Desktop · Use and customize form templates. Need more help emailing your invoices? Keep me in the.

 

Send forms in quickbooks desktop –

 
Go to the File menu at the top. · Select Print Forms. · Choose Invoices. · Under the Select Invoices to Print window, it will show all the invoices. Select the checkbox for each form you want to send. Select the Combine forms to a recipient in one email checkbox. Select Send Now. Go to the Edit menu at the top. · Click Preferences. · Select Send Forms. · Under the My Preferences tab, select your Gmail account. · Click Edit.