How to Send Forms in QuickBooks QuickTip

Using E-Mail in QuickBooks

If you want to send transactions to customers via e-mail, QuickBooks offers the opportunity to automatically select the option of e-mailing a sales transaction for those customers configured for e-mail as the preferred send method. QuickBooks has to find a copy of one of the supported e-mail software applications on your computer in order for this to work. If QuickBooks finds an active profile (which means that there is an e-mail account established in the software, and the software is the default e-mail software on your computer), QuickBooks will display a dialog that shows the default e-mail method. If these options aren’t displayed, you must use the QuickBooks e-mail service to send transaction forms and reports. To set up your preferences for sending forms in QuickBooks:

  1. Choose Edit | Preferences from the QuickBooks menu bar.
  2. Click the Send Forms icon on the left pane and then click the My Preferences tab.
  3. Click the Auto-check The “To Be Emailed” Checkbox If Customer’s Preferred Send Method Is E-mail box.
  4. Click OK to save these preferences.



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