Guide on Emailing Invoices and
Statements in QuickBooks
Emailing invoices and statements in QuickBooks is an essential part of managing business finances.
Using QuickBooks' easy-to-use interface, you can email invoices and statements directly to your
customers, saving time and making sure they get them quickly. This feature makes invoicing simpler and
helps businesses interact smoothly with customers, making their workflow more efficient.
When the blog isn't enough, our dedicated ProAdvisors are here to provide personalized
guidance and solutions according to your needs, ensuring you can easily email your documents
to customers. Dial +1.833.802.0002 now!
Follow These Steps to Email Your Documents in QuickBooks
Before following the following steps, it is suggested that Microsoft Outlook be the default email app in QuickBooks
and that both applications be updated to email invoices and statements without any issues. Otherwise, the process
might be due to multiple errors, such as Qbmapi64 out of memory.
Step 1: Set Up Email Preferences
1.Launch QB Desktop and go to the "Edit" menu.
2.Select "Preferences" and then "Send Forms."
3.Click on the "Company Preferences" tab.
4.Choose "Web Mail" or "Outlook" as your email preference.
5.Enter your email address and adhere to the prompts to complete the setup.
Step 2: Create an Invoice or Statement
1.From the QuickBooks home screen, go to the "Customers" menu and select "Create Invoices" or "Create
Statements."
2.Fill in the necessary details such as customer information, invoice number, items, quantities, and prices.
Step 3: Review and Save the Invoice or Statement
1. Double-check the invoice or statement for accuracy.
2. Click "Save and Close" to save the invoice or statement.
Step 4: Send the Invoice or Statement via Email
1.
2.
3.
4.
5.
:
After saving the invoice or statement, go to the "File" menu and select "Send Forms."
Choose the invoice or statement you want to send from the list.
Click "Email" and ensure the correct email address is selected for the customer.
You can add a personalized message in the email if needed.
Click "Send" to email the invoice or statement to the customer.
Tips to Email Invoices and Statements in QuickBooks Desktop
1. Customize Email Templates: QuickBooks allows you to customize email templates for invoices and statements. You
can add your company logo, personalized messages, and other details to create a professional look for your emails.
emails.
2. Schedule Recurring Emails: If you have regular customers who receive invoices or statements on a recurring basis,
you can set up recurring email schedules in QuickBooks to save time and ensure timely delivery.
3. Track Email Status: QuickBooks enables you to track the status of sent emails. You can see if the email was sent
successfully, opened by the recipient, or bounced back.
4. Secure Email Transmission: QuickBooks ensures secure transmission of sensitive financial information via email.
It uses industry-standard security measures to protect your data during transmission.
:
The blog provides a comprehensive guide on emailing invoices and statements in QuickBooks, emphasizing the
software's ease of use and efficiency in managing business finances. If you encounter any difficulties, our dedicated
ProAdvisors are available to offer personalized assistance.
: