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Add additional attachments to an e-mailed pdf

When e-mailing PDF reports, invoices, etc., additional documents or files need to be sent in the same e-mail message.

Detailed instructions

Additional items may be included with an e-mail message if Outlook is selected in preferences as the preferred e-mail program.

To set Outlook as the email option:

  1. Open the Edit menu and select Preferences.
  2. Open the Send Forms preference and select the My Preferences tab.
  3. Select the Send e-mail using Outlook option.

To add an attachment to an emailed form/report:

  1. Open the QuickBooks document (invoice, report, etc.).
  2. Click the Send Forms drop-down arrow, and select E-mail Invoice...

 

This will open a message window in Outlook containing the text of the email and the attached QuickBooks form.

 

 

KB ID# HOW13074
12/9/2016 7:02:26 PM
PPRDQSSWS400 9138 Pro 2017 5d329b