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Rolling1
Level 1

syncing my customers email to their sales receipt to send out. Desktop Mac 2019 No drop down to find emails

 
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Best answer December 10, 2020

Best Answers
FritzF
Moderator

syncing my customers email to their sales receipt to send out. Desktop Mac 2019 No drop down to find emails

Thanks for getting back to us and for the screenshots you've shared, @Rolling1.

 

You can locate the customers' emails in the From drop-down. Here's how:

 

  1. Click the Email (next to Print) icon at the upper left of the Sales Receipt.
  2. Enter the other necessary changes in the message if necessary.
  3. Tick the From drop-down and choose the email address you want to use.
  4. If you want to email a PDF of the form, without the text in the body of the email message, clear the Include text in emails checkbox.
  5. Once done editing, hit Send.

 

You also have the option to email or send Sales Receipt (or other sales forms) by batch. Refer to this article and proceed to QuickBooks Desktop for Mac section for the detailed steps on how: Email sales forms in QuickBooks Desktop.

 

Reach out to me in the comment section below if you have any additional questions or concerns. I'll be here to answer them. Enjoy the rest of the day!

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4 Comments
AlcaeusF
Moderator

syncing my customers email to their sales receipt to send out. Desktop Mac 2019 No drop down to find emails

Hello @Rolling1,

 

Welcome to the Community. I'm here to lend a hand with sending sales receipts in QuickBooks for Mac.

 

To automatically sync the information when sending sales receipt, I recommend entering the email address first in the customer profile. 

 

Here's how to enter an email address to a new customer:

 

  1. Open your QuickBooks for Mac.
  2. Press the Lists tab at the top menu bar.
  3. Choose Customer Center.
  4. Click the + menu at the bottom at the bottom left corner.
  5. Select New Customer
  6. Fill in the necessary information.
  7. Make sure to enter the email address. 
  8. Hit OK.

To edit an existing customer:

 

  1. Open your QuickBooks for Mac.
  2. Press the Lists tab at the top menu bar.
  3. Choose Customer Center.
  4. Double-click the customer name.
  5. Add the email address.
  6. Hit OK.

If you want to enter the email address manually and send the sales form, click the Share button from the sales receipt. You can see it in the upper-left part of your screen (see screenshot below).

 

 

To learn more, I recommend visiting the QuickBooks for Mac 2019 user guide.

 

Additionally, I recommend visiting the following article to stay up-to-date  about our service discontinuation policy and upgrade details: QuickBooks Desktop service discontinuation policy and upgrade information.

 

Leave a comment below if you have other concerns about using QuickBooks. The Community and I will be around to help you.

Rolling1
Level 1

syncing my customers email to their sales receipt to send out. Desktop Mac 2019 No drop down to find emails

Hello,

 

Thank you for trying to help me, but I am not sure if I'm not explaining what I what or my desktop Mac 2019 Quickbooks is just so different than yours. I don't have the same screenshots as you and I know how to put the email to the customers, but when I send a sales receipt out to my customers the email does not automatically sink with the sales receipt. I should not have to manually put the email in again when sending my sales receipt. So the jest of what I am saying is sales receipts or invoices are not sinking with the customer's email. This is my screenshot you sent me, but as you can see what you sent versus what I just sent does not look alike. Sorry, I had to cut off, but I have client information in the left half.  I don't have a share button as you mentioned in the email. So there are a lot of differences in my version compared to yours. I wanted to put in more screenshots, but it only appears to take but one. 

Thank you,

Rolling1

Rolling1
Level 1

syncing my customers email to their sales receipt to send out. Desktop Mac 2019 No drop down to find emails

Hello again,

 

Also, when I go to my list there is no customer center. Please see attached.

 

Thanks, Rolling1

FritzF
Moderator

syncing my customers email to their sales receipt to send out. Desktop Mac 2019 No drop down to find emails

Thanks for getting back to us and for the screenshots you've shared, @Rolling1.

 

You can locate the customers' emails in the From drop-down. Here's how:

 

  1. Click the Email (next to Print) icon at the upper left of the Sales Receipt.
  2. Enter the other necessary changes in the message if necessary.
  3. Tick the From drop-down and choose the email address you want to use.
  4. If you want to email a PDF of the form, without the text in the body of the email message, clear the Include text in emails checkbox.
  5. Once done editing, hit Send.

 

You also have the option to email or send Sales Receipt (or other sales forms) by batch. Refer to this article and proceed to QuickBooks Desktop for Mac section for the detailed steps on how: Email sales forms in QuickBooks Desktop.

 

Reach out to me in the comment section below if you have any additional questions or concerns. I'll be here to answer them. Enjoy the rest of the day!

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