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January 30, 2020
Question

How do i send a quickbook invoice so someone can edit it. Can it be sent in a word document?

  • January 30, 2020
  • 1 reply
  • 1 view
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1 reply

MarsStephanieL
Level 6
January 30, 2020

Hello there, cleaningthewrigh.

 

Currently, the feature to send out invoices that can be edited by the receiver is unavailable. Although, you to inform the receiver to just press the Reply button in the email so that they will be able to make changes. Let us first set up the Preferences in Send Forms section. I'd be glad to show you the steps below.

 

Here's how:

 

  1. Go the Edit tab and select Preferences.
  2. Scroll down on the left pane and choose Send Forms tab.
  3. Tick the box that has Use "Plain Text" format for e-mailed invoices.
  4. Select OK.

 

Also, you can check this article if you wanted to customize forms in the future: Customize customer, job, and sales reports in QuickBooks Desktop.

 

Let me know if you need further assistance. I'll get back to you right away. Have a good one.