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Level 1

Setting up multiple emails

Hi, I am trying to figure out if it is possible to set up multiple outgoing emails for my company. We have emails set up for our estimating and invoicing departments but cant figure out how to set it up in qb. We want to be able to send an estimate using our estimating email and send invoices with our invoicing email instead of having one default email for all outgoing items.

 

Thanks! 

Solved
Best answer 01-20-2020

Best Answers
Highlighted
QuickBooks Team

Setting up multiple emails

Hi there, @ewright12.

 

QuickBooks Desktop lets you set up multiple email templates as required by your clients. I'm glad to assist you on how to add your email template in the invoice or estimates. 

 

Here's how:

 

  1. Go to the Edit menu, choose Preferences.
  2. Select Company Preferences, then click Send Forms.
  3. In the Delivery Default drop-down arrow, pick E-mail.
  4. From the Email Templates, choose either Invoices or Estimates.
  5. Hit Add Template then enter the email address.
  6. You can select Insert Field to put a dynamic data field in your email.
  7. Click Save, then press OK

 

Once you're done adding an email, let's create a sample invoice or estimates to verify if the email will take effect. You can send an invoice/estimates with their email template by clicking the Email drop-down in the Send Forms menu. Let me show you how:

 

  1. Click Customers, then choose to Create Estimates
  2. Fill out the needed boxes and put a check-mark in the Email later.
  3. Click Save and Close.

 

After that, you can go to the File menu and select Send forms. From there you can select one of your templates when you send a batch of emails.

 

I've attached a screenshot for your reference:

 

 

 

You may check out this article for additional information about the process: Create custom email templates in QuickBooks Desktop.

 

Also, feel free to read these handy articles for your reference: These articles will guide on how to fix email template issues, create custom Field, and customizing forms:

 

 

Don't hesitate to leave a comment below if you have follow up questions. I'm always to help. Take good care. 

View solution in original post

3 Comments
Highlighted
QuickBooks Team

Setting up multiple emails

Hi there, @ewright12.

 

QuickBooks Desktop lets you set up multiple email templates as required by your clients. I'm glad to assist you on how to add your email template in the invoice or estimates. 

 

Here's how:

 

  1. Go to the Edit menu, choose Preferences.
  2. Select Company Preferences, then click Send Forms.
  3. In the Delivery Default drop-down arrow, pick E-mail.
  4. From the Email Templates, choose either Invoices or Estimates.
  5. Hit Add Template then enter the email address.
  6. You can select Insert Field to put a dynamic data field in your email.
  7. Click Save, then press OK

 

Once you're done adding an email, let's create a sample invoice or estimates to verify if the email will take effect. You can send an invoice/estimates with their email template by clicking the Email drop-down in the Send Forms menu. Let me show you how:

 

  1. Click Customers, then choose to Create Estimates
  2. Fill out the needed boxes and put a check-mark in the Email later.
  3. Click Save and Close.

 

After that, you can go to the File menu and select Send forms. From there you can select one of your templates when you send a batch of emails.

 

I've attached a screenshot for your reference:

 

 

 

You may check out this article for additional information about the process: Create custom email templates in QuickBooks Desktop.

 

Also, feel free to read these handy articles for your reference: These articles will guide on how to fix email template issues, create custom Field, and customizing forms:

 

 

Don't hesitate to leave a comment below if you have follow up questions. I'm always to help. Take good care. 

View solution in original post

Highlighted
Level 1

Setting up multiple emails

You included a screenshot of the forms send screen.  I am currently working in Quickbooks Enterprise and want to send multiple invoices in one email.  I don't have the line coming up on the bottom "combine forms to a recipient in one e-mail".  I'm on version 18.0.

Highlighted
Moderator

Setting up multiple emails

Hello there, @Denise3,

 

The option to send multiple forms to a single customer is only available for QuickBooks 2020. If you're using a later or lower versions, the checkbox for Combine forms to a recipient in one email will not be available for them.

 

See this article to learn more about this feature: Email sales forms in QuickBooks Desktop.

 

To complete your tasks, continue emailing the forms just like what Michelle_b suggested in her answer. You can also opt to upgrade your service to the latest version. See the current pricing and features for QuickBooks 2020: Choose your QuickBooks Desktop product.

 

If you have other questions about QuickBooks and its processes, let me know in the comment. I'll be more than happy to share and provide further assistance. Have a good one!

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