Send an invoice to a customer in QuickBooks Online

Learn how to set up QuickBooks Online to send invoices from your Gmail address.

If you’re experiencing issues sending invoices using your Gmail email account and have no blockers, disconnect and reconnect your Gmail account.
Note: When reconnecting the Gmail email, there may be a Send emails on your behalf option. This option is selected by default. If it's not selected, make sure to select it, or QuickBooks Online won't be able to send your emails.

Prerequisites

Before proceeding, create at least one invoice.

Send an invoice to your customer

1. Select Sales, and then Invoices (Take me there).
2. Find the invoice you want to send and select Send from the dropdown menu ▼. If you want to review the invoice first, select Edit instead, then after you’re done, Review and send.
3. Select Text and follow the steps.

Related links

• Create invoices in QuickBooks Online
• Send invoice reminders automatically or manually in QuickBooks Online
• Record invoice payments in QuickBooks Online
• Connect QuickBooks Payments to QuickBooks Online

Connect a Gmail address to QuickBooks

When you connect your accounts, QuickBooks Online uses your Gmail account to send invoices to your customers. You can only connect to one Gmail address, but you can use the same Gmail address for multiple QuickBooks accounts.

1. Create an invoice or open an existing one.
2. Once you fill out the necessary fields, select Save and send to open the preview window.
3. Select the From ▼ dropdown.
4. Select Add Gmail address, then Connect Google account.
5. Sign in to your Google account.
   Note: You may see a Send emails on your behalf field selected by default so QuickBooks can successfully send your emails.
6. Select Allow. Your Gmail address now appears in the From field.

Notes:

• Once connected, you won’t have to sign in to your Google account again.
• Your Gmail inbox won’t be accessible in QuickBooks Online, but any user with permission to send an invoice can use this email address. 
• Once you send an invoice, the status will display as Sent on the invoices page. If there’s an issue sending an invoice to the primary email, you’ll see an alert in QuickBooks Online. If there’s a problem sending to a CC or BCC email address, Gmail will send you a notification email.

Update your sales form settings

You may want to update the email that appears on your sales forms as your Gmail address.

1. Go to Settings and select Account and settings.
2. In the Company page, select Contact info.
3. Enter your company email, then select Save.

Disconnect your Gmail address

When you remove the Gmail address, QuickBooks uses the default email address to send invoices.

1. Create an invoice or open an existing one.
2. Once you fill out the necessary fields, select Save and send to open the preview window.
3. Above the customer’s email, select the From ▼ dropdown.
4. Select Remove Gmail address.