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Email forms in QuickBooks for Mac

You can email forms in QuickBooks for Mac. The process differs slightly depending on the version of QuickBooks you use.

Overview

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 Microsoft Entourage and Apple Mail.

 

Email sales forms

You have two options for emailing invoices, estimates and other sales forms.

Option 1: From the form window

  1. Click the mail icon at the top of the screen.
  2. (Optional) Edit the email details.
  3. Click Send.

 

Option 2: Email later

  1. Open the form and enter details.
  2. Click Email later icon at the bottom of the form.
  3. When you're ready to email, go to File > Email Forms.
  4. In the Select forms to Email window, review the list of forms to email. Be sure the ones you want to send are selected.
  5. Click Email.

 

 

Email Statements

  1. From the Customers menu, select Create statements.
  2. Update the statement details.
  3. Click Email.
Notes:
  • Emails created by QuickBooks will use the default email address from your mail app regardless of what From address chosen. As a workaround, you can change the address before the email is sent. You can do this by saving the e-mail as a draft, then edit the draft in your mail program before sending.

  • If you do not have an email address for the recipient saved in the customer of vendor list, you can add an address on the Select Forms to Email window. Click twice in the 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.
  • You can add a note to the emails you send from QuickBooks, such as a custom message to a customer or vendor. In the Select Forms to Email window, click Save as Drafts to Send Later. The email messages with the sales 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.
  • QuickBooks uses your Mac's default email application to send emails. Consult an IT expert for further assistance on making a particular email application your system's default.
KB ID# HOW12943
12/7/2016 2:07:06 PM
QYPPRDQBKSWS08 9138 Pro 2017 d437ab