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Level 1

combing documents in one email

I just upgraded to quickbooks desktop Pro 2020....and went thru the new features.   It said you can now combine documents (invoice and statement) in one email to a customer.


I see know you can select Email Later for the invoice....but as I went thru the steps for a customer statement it it said "check the box to email later"   There is no box for that?  How are you suppose to Mark a statement to email later?   

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QuickBooks Team

combing documents in one email

Hello, @TFletch1427.

 

First, let's review if the box beside the Email Later feature is checked under the Preferences.

 

Here's how:

 

  1. From the Edit menu select the Preferences tab.
  2. Click on Send Forms at the left pane, then go to the My Preferences under the Auto-check the "Email Later" checkbox if customer's Preferred Delivery Method is e-mail. 
  3. Tap on OK to save the changes.

If it was already turned on, I suggest checking your email preferences and ensure that it was set up correctly.

 

For your guide, read this article: Connect your email to QuickBooks Desktop.

 

Let me know if there's anything you need assistance with. I'm a few clicks away to help. Have a good day!

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