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I need to send several invoices attached as pdf document. I read some of the previous answers on the same issue but I'm stuck at the very beginning.. I can't find preferences under edit menu. When I login I usually just click OK when the administrator window pops up and when the password window pops up.. it's already preselected.. I don't need to type in anything.. honestly I can't remember password.. I would need to look into my notes to find it. What format does qb sends invoices anyways? Can anyone help on how to to attach multiple invoices as pdf? Thanks
Solved! Go to Solution.
Hello @Memo79,
Thank you for posting here in the Community. I can provide information to your questions about sending invoices in QuickBooks Desktop for Mac.
When you email invoices within QuickBooks, the system adds your transactions as attachments in PDF format. You can combine multiple invoices in one email and send it to a recipient using the Send forms by batch feature.
Here's how:
For the alternative method and some information about how you add attachments to your email, check out this link (click QuickBooks Desktop for Mac and scroll down to Email a document as a PDF File or Email attached documents): Email sales forms, invoices, and statements in QuickBooks Desktop.
Additionally, I've attached the following articles about resetting an admin password, as well as some steps on how an admin can reset user passwords in QuickBooks:
Reach out to me by leaving a comment below if you have additional questions regarding managing invoices and sending transactions. I'd be glad to help out.
Hello @Memo79,
Thank you for posting here in the Community. I can provide information to your questions about sending invoices in QuickBooks Desktop for Mac.
When you email invoices within QuickBooks, the system adds your transactions as attachments in PDF format. You can combine multiple invoices in one email and send it to a recipient using the Send forms by batch feature.
Here's how:
For the alternative method and some information about how you add attachments to your email, check out this link (click QuickBooks Desktop for Mac and scroll down to Email a document as a PDF File or Email attached documents): Email sales forms, invoices, and statements in QuickBooks Desktop.
Additionally, I've attached the following articles about resetting an admin password, as well as some steps on how an admin can reset user passwords in QuickBooks:
Reach out to me by leaving a comment below if you have additional questions regarding managing invoices and sending transactions. I'd be glad to help out.
Thank you for the help.. I will try it
Good day, @Memo79.
You're welcome! Please let me know how the steps goes or if there's anything else you need help with.
Take good care!
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