Email sales forms, invoices, and statements in QuickBooks Desktop

Email a sales form to your customer

Note: Make sure you connect your email to QuickBooks Desktop before you proceed.

1. Open QuickBooks Desktop.
2. Go to Customers and select Customer Centre.
3. 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.
4. 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.
   1. 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.
5. In the To field, enter or edit the email address you want to send the email to if needed.
6. Edit the Subject field and the Body of the email as needed.
7. Select Send.

Email sales forms by batch

1. After you create a sales form, select the Email Later checkbox before you save it.
2. When you're ready to email the forms, select File, then select Send Forms….
3. Review the list of forms to email. Uncheck the ones you don't want to send yet.
4. In the preview window, you can select another template or edit the email text as needed.
5. Select Send Now.
   Note: If you need to send multiple forms to a single recipient, follow these steps:
   1. Select the checkbox for each form you want to send.
   2. Select the Combine forms to a recipient in one email checkbox.
   3. 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.

1. Go to File and select Send Forms….
2. Select the checkbox next to the email address(es) you want to remove.
3. Select Remove.
4. Select Remove Email.

Now, you can enjoy a more simplified emailing experience in QuickBooks Desktop.