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