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Email sales forms, invoices, and statements in QuickBooks Desktop

SOLVEDby QuickBooks2Updated 3 weeks ago

Learn how to email sales forms, invoices and statements in QuickBooks Desktop.

In QuickBooks Desktop, you can email sales forms, invoices and statements to your customers. You can send them individually or as a batch, or save them to send when you're ready. Here's how.

Add multiple customer contacts to your batch emails

If you want to send a single message to multiple recipients, follow these steps. (This capability is available only with Plus and Enterprise subscriptions.)

1.  Use the dropdown to select email addresses to include, or clear ones to leave off.
2. Need to add a new email address? Type it into the “add” field. Any invalid email addresses are highlighted for your correction.

Remove an email from the batch

Note: Removing an email from the list only deletes the email. QuickBooks doesn’t delete the form itself.

  1. Put a tick beside the emails you want to remove.
  2. Select Remove.
  3. Select Remove Email.

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