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. Go to All apps , select Sales & Get Paid, then select Invoices (Take me there).
2. Create an invoice or open an existing one.
3. Once you fill out the necessary fields, select Review and send to open the preview window.
4. Select the From ▼ dropdown.
5. Select + Add Gmail address, then select Connect Google account.
6. Sign in to your Google account.
7. Select Allow. Your Gmail address now appears in the From field.

Notes:

• Once connected, you won't need to sign in to your Google account again for sending invoices.
• Your Gmail inbox remains inaccessible within QuickBooks Online, ensuring your email's privacy.
• Any user with permission to send invoices in QuickBooks can use the connected Gmail address.

After sending an invoice, its 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. For problems sending to a CC or BCC email address, Gmail will notify you via email.

To ensure consistency, you may want to update the email that appears on your sales forms to your Gmail address:

1. Go to Settings and select Account and settings.
2. On the Company page, select Contact info.
3. Enter your Gmail address in the Company email field. This is the email address visible to customers on sales forms.
4. Select Save to apply the changes.
5. Select Done.

If you decide to revert to the default QuickBooks email address for sending invoices:

1. Go to All apps , select Sales & Get Paid, then select Invoices (Take me there).
2. Create a new invoice or open an existing one.
3. After filling out the necessary fields, select Review and send to open the preview window.
4. Above the customer's email, select the From ▼ dropdown.
5. Select Remove Gmail address, then select Yes, remove it! to confirm.

If you encounter problems sending invoices using your Gmail account:

Reconnect your Gmail account:

• Disconnect the Gmail address using the steps above.
• Reconnect by following the initial connection steps.

Share an invoice link

1. Go to All apps , select Sales & Get Paid, then select Invoices (Take me there).
2. Find the invoice you want to share.
3. Select Share invoice link from the dropdown ▼ under the Action column.
4. Select Copy link, then select Done.
5. Paste this link and share it with your customer in a text message or an email.

Share an invoice with WhatsApp

1. Go to All apps , select Sales & Get Paid, then select Invoices (Take me there).
2. Find the invoice you want to share.
3. Select View/Edit from the Action column and make any changes, if needed.
4. Once you’re done, select Save & Share (WhatsApp).
5. Read the message to be sent, then select Share.
6. Follow the steps to share the invoice with WhatsApp.

Send/print the invoice later

1. Go to All apps , select Sales & Get Paid, then select Invoices (Take me there).
2. Find the invoice you want to share.
3. Select View/Edit and make any changes, if needed.
4. Select Manage, then select Scheduling.
5. Select Print later or Send later, as appropriate.
6. Select Save and close.

Can I use an email provider other than Gmail?

• Currently, QuickBooks Online only supports Gmail for this feature. Other email providers may be added in the future.

Do I need to sign in to my Google account every time I send invoices?

• No, once connected, you can send invoices without signing in each time.

Can I add more than one Gmail address to use in QuickBooks Online?

• No, only one Gmail address can be connected per company.

Can I connect my Google account to more than one QuickBooks Online company?

• Yes, the same Gmail account can be connected to multiple QuickBooks Online companies.

Will other users in my QuickBooks Online company get access to my Gmail inbox?

• No, your Gmail inbox remains private and is not accessible to other users.

Who can send invoices from my Gmail address?

• Any user with permission to send invoices in QuickBooks Online can use the connected Gmail address.

Can I send sales receipts, estimates, or other sales forms from my Gmail address?

• Currently, only invoices can be sent using the connected Gmail address.

Can I send invoices with attachments from my Gmail address?

• No, to send attachments, you need to switch back to the default QuickBooks email address.

How will I know my invoice was delivered?

• The invoice status will display as Sent on the invoices page. If there's an issue with the primary email, you'll see an alert in QuickBooks Online. For CC or BCC issues, Gmail will notify you via email.

How do I switch back to the default QuickBooks address to send my invoices?

• In the Send email preview window, change the From address back to the default QuickBooks email.

Can I send QuickBooks Online invoices from within Gmail?

• QuickBooks Online invoices must be sent from within QuickBooks Online to ensure proper tracking and recording. While downloading and emailing the invoice is possible, it's generally not recommended and should only be used as a last resort if QuickBooks Online's email service is unavailable.

Where can I see invoices I sent from QuickBooks Online in Gmail?

• Sent invoices will appear in your Gmail Sent folder.