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Email sales forms in QuickBooks Desktop

Learn how to email sales forms in QuickBooks Desktop.

In QuickBooks Desktop, you can email sales forms 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.

To save forms:

  • For most sales and purchasing forms
    1. Select the Email Later checkbox.
    2. Save the form.
  • For statements
    1. Go to the Customers menu, then select Create Statements.
    2. From Select Customers, select what you want to do.
    3. Select E-mail.

Send forms

  1. Go to the File menu, then select Send Forms.
  2. Select the checkbox for each form you want to send.
    Note: Select the Combine forms to a recipient in one email checkbox if you want to send multiple forms to a single customer.
  3. Select Send Now.

You can also edit or remove an email from the list from 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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