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Memo79
Level 2

Need to attach invoices as pdf

Hello..

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
Best answer April 21, 2022

Best Answers
AlcaeusF
Moderator

Need to attach invoices as pdf

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:

 

  1. Open the invoice you want to attach as PDF, then select Email later and save it (repeat the same steps for the other invoices).
  2. When you're ready to email the forms, select File, then Email Forms.
  3. Review the list of forms to email. If you want to send all of them, select Select All.
  4. Select Email.
  5. Then follow these steps to email a single form:
    1. Go to the File menu, then choose Send Forms.
    2. Select the checkbox for each form you want to send.
    3. Put a checkmark on the Combine forms to a recipient in one email checkbox.
    4. Hit Send Now.

 

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.

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3 Comments 3
AlcaeusF
Moderator

Need to attach invoices as pdf

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:

 

  1. Open the invoice you want to attach as PDF, then select Email later and save it (repeat the same steps for the other invoices).
  2. When you're ready to email the forms, select File, then Email Forms.
  3. Review the list of forms to email. If you want to send all of them, select Select All.
  4. Select Email.
  5. Then follow these steps to email a single form:
    1. Go to the File menu, then choose Send Forms.
    2. Select the checkbox for each form you want to send.
    3. Put a checkmark on the Combine forms to a recipient in one email checkbox.
    4. Hit Send Now.

 

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.

Memo79
Level 2

Need to attach invoices as pdf

Thank you for the help..  I will try it

JoesemM
Moderator

Need to attach invoices as pdf

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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