Quickbooks forms

Hello there, nomoreptteachmt. I'd be happy to assist you in correcting your email address and provide you with more information regarding the automated sending of emails. 

To begin with, let's check if the email address in your company settings is correct: Once done, you can check if the email is connected when sending forms. Here are the steps to do that: 

1. Go to Company, then select My Company.
2. Click the Edit icon and click the E-mail column.
3. Type in the correct email address. 
   
   

Once done, you can check if the email is connected when sending forms. Here are the steps to do that:

1. Go to Edit, then select Preferences.
2. Click Send Forms and go to My Preferences.
3. Tick whether you are using Web Mail or QuickBooks E-mail.
4. Check if the email is correct; if not, then edit the email in the Email Id section.
5. Once done, hit OK. 
   
   

On the other hand, I recommend reviewing your email provider about the automated sending of forms. Currently, automatically sending forms via email is not available in QuickBooks Desktop. You'll need to send it manually. 

To learn more about how emailing sales forms works in QuickBooks Desktop, check out this article: Email invoices and statements. 

In addition to creating invoices, you can generate sales receipts when a customer visits your company's location to make a payment in person. This is a quick and easy way to record the transaction and provide your customer with proof of purchase. 

Just know that I'm always available to assist you further regarding your invoices. Feel free to click the reply button below to submit your response. Best wishes and Happy Holidays!

This is helpful for updating the email address for the Quickbooks automated emails.  The other part of my question is can I limit which forms QB generates through the automated email process?   We only want to send invoices automatically if possible.  Right now every document, sales orders, receipts, statements, etc all create an email copy.  We can delete the ones we choose not to send, but if there is a way do issue emails for invoices only we would prefer thatl.

Thanks!!

I greatly value your feedback and understand that having the ability to limit which forms QuickBooks generates through the automated email process is crucial for us to improve our products and services. 

I appreciate your understanding that the unavailability of features can sometimes be a part of any product, and we strive to address them to the best of our ability.

As we value your ideas, I recommend sending your feedback to our Product Development Team. Here's how: 

1. In your QuickBooks account, click the Help option.
2. Select the Send Feedback Online option.
3. Choose Product Suggestion.
4. Enter your feedback.
5. Click the Send Feedback button.

Also, feel free to visit our Feedback forum page to see a list of other QuickBooks users who have already suggested this feature and for the recent updates in QuickBooks.

You can utilize this article for future reference: Customize reports in QuickBooks Desktop.

For additional questions about managing your sales forms or any QuickBooks-related concerns, don't hesitate to post them here in the Community. We're always available and willing to lend a hand to your queries. Have a great day ahead.

Hi QB community,

We updated to QBE 24, and the Quickbooks email option in Edit --> send forms is not available any more. We have only the option of Webmail. Does someone know how to have it back?

Thank you

Hi there, Zedra US.

Thanks for reaching out to us and providing detailed information about your concern as well as a screenshot.

To make sure you've installed all the features and product improvements, let's ensure your QuickBooks Desktop (QBDT) is up-to-date. I'll be happy to guide you how.

1. Close your company files and QuickBooks.
2. Open the Windows Start menu.
3. Search for QuickBooks Desktop.
4. Right-click the icon and select Run as administrator.
5. While on the No Company Open screen, go to the Help menu and select Update QuickBooks Desktop.
6. In the Options tab, choose Mark All and Save.
7. Mark the Reset Update box in the Update Now tab.
8. Click the Get Updates button.
9. Once the Update Complete appears, close and re-open the program.
10. If you get the message to install an update, select Yes. Restart your computer after the installation. 

To learn more on how you can keep QuickBooks updated, please see this article: Update QuickBooks Desktop to the latest release.

Leave a comment below if you have other QuickBooks-related questions. I'm here to answer them for you. Have a great day!