Email a sales form to your customer
Note: Make sure you connect your email to QuickBooks Desktop before you proceed.
- Open QuickBooks Desktop.
- Go to Customers and select Customer Centre.
- Find and double-click to open the transaction you wish to send via email and double-click to open it.
Note: To view transactions, select the Transactions tab. If you don’t see a transaction, you can create one when you select the New Transactions ▼ dropdown. - From the form, select the Email icon.

This opens the email window.
Note: QuickBooks automatically picks a template for the form you selected. You can edit this as needed.- If asked, enter the email addresses in the Email address(es) field in the Information Missing or Invalid pop-up window. Note: In some cases, you may see the field Your company's email address.
- In the To field, enter or edit the email address you want to send the email to if needed.
- Edit the Subject field and the Body of the email as needed.
- Select Send.
Email sales forms by batch
- After you create a sales form, select the Email Later checkbox before you save it.
- When you're ready to email the forms, select File, then select Send Forms….
- Review the list of forms to email. Uncheck the ones you don't want to send yet.
- In the preview window, you can select another template or edit the email text as needed.
- Select Send Now.
Note: If you need to send multiple forms to a single recipient, follow these steps:- Select the checkbox for each form you want to send.
- Select the Combine forms to a recipient in one email checkbox.
- Select Send Now.
Remove an email from the batch
Note: Removing an email from the list only deletes the email address. QuickBooks doesn’t delete the form itself.
- Go to File and select Send Forms….
- Select the checkbox next to the email address(es) you want to remove.
- Select Remove.
- Select Remove Email.
Now, you can enjoy a more simplified emailing experience in QuickBooks Desktop.