Hi sharico180,
QuickBooks Desktop currently offers two ways on sending your transactions either through a Web Mail or QuickBooks E-mail.
The Web Mail option sends your invoices with a PDF file, while QuickBooks E-mail sends transactions on a plain text format. To know your preferences when sending forms in QuickBooks, follow these steps:
- Go to the Edit menu.
- Choose Preferences.
- Select Send Forms.
- Review your settings under My Preferences.
You can learn more about the Web Mail feature through this link: Connect your email to QuickBooks Desktop. Then, press F1 while QuickBooks is open and type in "Email invoices" to know more about QuickBooks E-mail.
Additionally, you have the option personalize your email templates in QuickBooks. For more details, refer to this article: Create custom email templates in QuickBooks Desktop. This link provides more information about customizing your email.
Leave a comment below if you have further questions. We're always here to help.