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How do i set up email so that I can email invoice statements to client? I want to use a different email address from that which I used to set up QB in 2005. how ?

 
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QuickBooks Team

How do i set up email so that I can email invoice statements to client? I want to use a different email address from that which I used to set up QB in 2005. how ?

There are two ways on how we connect your email, lspillar.

 

We can either set up Outlook or secure Webmail to work with QuickBooks. If we use Outlook let’s make sure that we’re using Outlook 2010 or newer.

 

Here’s how to start setting it up:

  1. Open QuickBooks.
  2. Go to the Edit menu and select Preferences.
  3. Click Send Forms from the left panel.
  4. From the My Preferences tab, select your choice. 
  5. Follow the onscreen instructions in connecting our email to QuickBooks. 

For a detailed steps, we can use this article: Connect your email to QuickBooks Desktop. Once connected, we can now send our customer's invoice statements. I'll show you how: 

  1. Go to the Customers menu and click Create Statements
  2. Select the preferred statement options and customers. 
  3. We can hit Preview first before we E-mail

Let me know if you need anything else. Thanks!

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