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Send forms by batch in QuickBooks Desktop

You don’t need to send forms one by one in QuickBooks. QuickBooks can hold your forms until you’re ready to send them all at once. To save the forms:

  • For most sales and purchasing forms
    1. On the main tab at the top of the form, mark the Email Later checkbox.
    2. Save the form.
  • For statements
    1. Go to the Customers menu, then select Create Statements…
    2. Under Select Customers, select the appropriate option.
    3. Select E-mail, then Send Later.

Send forms by batch

  1. Go to the File menu, then select Send Forms…
  2. Review the forms in the list.
    Note: You can sort the list by selecting any column header.
  3. If you don’t want to send a particular form, select the checkmark next to it.
  4. Select Send Now.

You can also edit or remove an email from the list while on the Select Forms to Send window.

Edit an email

  1. Select the appropriate email, then Edit Email.
  2. Edit the email as needed in the Email Text box. QuickBooks automatically saves any changes you make.

Remove an email

Note: Removing an email from the list only deletes the email. QuickBooks doesn’t delete the form itself.

  1. Put a checkmark beside the emails you want to remove.
  2. Select Remove.
  3. Select Yes.