Send or print multiple sales forms and troubleshoot email issues in QuickBooks Online

1. Go to Sales and select All Sales.
2. Tick the checkboxes for the forms you want to email or print. Tip: Use filters to narrow down by transaction type, date, customer, or status.
3. Select Batch actions ▼, then choose Send or Print.

First, mark them while creating the form:

1. While editing a transaction, select:
   • Send later (for email), or
   • Print or Preview, then Print later (for printing)
2. Select Save and close (not Save and send).

Then, when you’re ready to send:

1. Go to Sales, then select All Sales.
2. From the Delivery method ▼ dropdown, choose Send later or Print later.
3. Tick the forms you want to send.
4. Select Batch actions ▼, then choose Send or Print.

1. Go to Sales and select All Sales.
2. Find and select the sales form.
3. Select More actions ▼, then choose Send.
4. In the To field, enter multiple email addresses separated by a comma and space.
5. To add more recipients, select Cc/Bcc.
6. Tick Send me a copy if you’d like a copy for your records.
7. Select Send.

1. Go to Settings and select Account and settings.
2. Select the Sales tab, then go to Messages.
3. Select the pencil icon.
4. Enter default email addresses in the Cc or Bcc fields.
5. Select Save, then Done.

1. Go to Reports.
2. Select the report you want to send.
3. Adjust the date range, if needed.
4. Select More actions ▼, then choose Email report.
5. Enter multiple addresses in the To field (use commas and spaces).
6. Optional: Add CC recipients.
7. Select Send email.

1. Open the report and select More actions ▼, then Schedule report.
2. Enter a workflow name and set your schedule preferences.
3. In the Send to field, enter recipient addresses.
4. Select Add CC or Add BCC if needed.
5. Fill in the subject and message fields.
6. Select Save and turn on.

For invoices:

• Select Edit invoice.
• Select Status, then choose Activity.
  (If you don’t see Status, select ⚙ Manage)
• You’ll see the send date and time under Activity.

For estimates:

• The date and time sent appears under Sent.

• You’ll see a Last Delivery message when QuickBooks has sent the email.
• If you don’t see this, the form hasn’t been emailed yet.

Especially useful if you’ve recently imported data from QuickBooks Desktop.

1. Go to Settings and select Account and settings.
2. Under Company, select the pencil icon next to Contact info.
3. Review the email addresses and update as needed.
4. Select Save, then Done.

If customers aren’t receiving your emails from QuickBooks, try these steps to fix the issue.

1. Go to Settings and select Account and settings.
2. Under Company, select the pencil icon next to Contact info.
3. Clear the Company email field, then re-enter the correct address. Make sure there are no extra spaces or characters.
4. Select Save, then Done.
5. Send yourself a test transaction to confirm.

If issues continue, try using a different email address with a different domain (e.g. Hotmail or Yahoo instead of Gmail).

Sometimes, emails are blocked by company servers. Ask your IT expert to add these QuickBooks mail server hostnames and IP addresses to the allowlist.

Hostnames:

• o1.sg.n.intuit.com, mailout1a.intuit.com, lvmailout01.intuit.com, etc.

IP addresses:

• 69.169.238.234, 199.16.139.24, 206.108.40.7, etc.