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Intuit

Email sales forms in QuickBooks Desktop

Sending sales forms to your customer via email is easy, whether you’re sending one invoice to many customers or many invoices to a single customer.

You don’t need to send forms one by one in QuickBooks. QuickBooks can hold your forms until you’re ready to send them all at once. To save the forms:

  • For most sales and purchasing forms
    1. On the main tab at the top of the form, mark the Email Later checkbox.
    2. Save the form.
  • For statements
    1. Go to the Customers menu, then select Create Statements…
    2. Under Select Customers, select the appropriate option.
    3. Select E-mail, then Send Later.

Send many forms to a single customer (QuickBooks 2020 only)

  1. Go to the File menu, then select Send Forms…
  2. Using the checkbox, select all the forms you want to send.
  3. At the bottom of the box, select the checkbox for Combine forms to a recipient in one email.
  4. Select Send Now.

NOTE:  This feature only works in files without a Payments subscription.

Send forms by batch

  1. Go to the File menu, then select Send Forms…
  2. Using the checkbox, select all the forms you want to send.
  3. Select Send Now.

You can also edit or remove an email from the list while on the Select Forms to Send window.

Edit an email

  1. Select the appropriate email, then Edit Email.
  2. Edit the email as needed in the Email Text box. QuickBooks automatically saves any changes you make.

Remove an email

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 Yes.

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