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de22
Level 1

I have Quick Books 2021 for Mac. How can I see who gets the emailed invoices? Sometimes I don't want to email everyone listed.

Quick books for Mac 2021.  I can email my invoices and estimates, however I have a number of people on the To: area.  I can't see that when I email my invoices.  How can I switch that on?  I don't want all of them to get the emails each time.

 

3 Comments 3
JessT
QuickBooks Team

I have Quick Books 2021 for Mac. How can I see who gets the emailed invoices? Sometimes I don't want to email everyone listed.

Hi de22,

 

I know that knowing who'll receive the transactions you'll send is very important to ensure that the email is sent to the right recipient. I'm happy to guide you to check this out.

 

The email addresses that will receive the email are the ones listed in the customer's profile.

  1. Click on Customers and choose Customer Center.
  2. Double-click a particular customer.
  3. See the email address in the Address info section.

 

When a customer has email addresses in its profile, the system will no longer ask for a recipient email address when you send sales transactions. In fact, this hides the field where you can enter the recipient's email. We're unable to change this setup, so you'll want to be selective of the emails you put in their profiles.

 

On the other hand, you can also check about emailing sales forms, invoices, and statements in QuickBooks Desktop. It contains details about changing the default email, saving your transaction as PDF, and ways to send forms (transactions).

 

Let me know if you have other questions about sending transactions in QuickBooks. Take care and have a good day!

de22
Level 1

I have Quick Books 2021 for Mac. How can I see who gets the emailed invoices? Sometimes I don't want to email everyone listed.

I just want to see and send a quick report for one vendor that I have.

ChristieAnn
QuickBooks Team

I have Quick Books 2021 for Mac. How can I see who gets the emailed invoices? Sometimes I don't want to email everyone listed.

Hi there, de22.

 

Thank you for coming back to the thread to add some further and clarification about what you need. I'll ensure to provide some steps so you're able to see and send a Quick report for one or a specific vendor.

 

To start with, I suggest creating a report for a selected name that lists the year-to-date income and expense transactions that you've chosen. Then, select a name and click QuickReport from the Action menu. To see additional details on how to create a report in QuickBooks Desktop for Mac, you can click this article: Create reports in QuickBooks Desktop for Mac.

 

Once done, you can now manually send the QuickReport via email and make sure that you've used the specific vendor's email address.

 

You may refer to this article so you're able to view steps on how you can customize any of your reports so they have the data and style you’d like:  Customize reports in QuickBooks Desktop for Mac.

 

Get back to me if you have other concerns or questions about running reports. I'm just around ready to back you up. Have a great day!

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