Emailing forms

You can email any of your forms directly from QuickBooks. The form is saved as a PDF file and attached to an email message which is sent using your default email program. QuickBooks uses the email address saved in the customer list to send the sales form. QuickBooks supports Apple Mail and Outlook 2011 for Mac.

To email the form you have open:

  1. Click the Share button at the top of the form.
  2. Another sheet will appear with a standard message and a subject for the email, as well as some other information. You can edit this information if you want. You can also click the pop-up menu under "From:" to choose which email address you want to use to send the email. When you're done editing, click Send.

To email a group of forms:

  1. When creating the form, select Email later button at the bottom of the form before you save it.
  2. When you're ready to email the forms, choose File > Email Forms.
  3. On the Select Forms to Email window, review the list of forms to email. Be sure the ones you want to send are selected. If you want to send all of them, click "Select All."
  4. Click Email.
  5. Another sheet will appear with a standard message and a subject for the email, as well as some other information. You can edit this information if you want. You can also click the pop-up menu under "From:" to choose which email address you want to use to send the email. When you're done editing, click Send.

Adding Email Addresses

If you do not have an email address for the recipient saved in the customer or vendor list, you can add an address on the Select Forms to Email window. Click twice in Email Address column next to the name and enter the email address. You will be asked if you want to use this email address once or if you want to save it in the customer or vendor list.

Adding a Note to the Emails

You can add a note to the emails you send from QuickBooks, such as a custom message to a customer or vendor. On the Select Forms to Email window, click Save as Drafts to Send Later. The email messages with the sale forms attachments are saved to the Drafts folder of your email program. From there you can access each email message, add text to it, and then send.

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