You can email statements to your customers directly from QuickBooks. When you email a statement, your customer receives it as a PDF file attachment to the email.
Note: You cannot save a statement as a PDF file with the command File - Save as PDF (the choice is grayed out), but you can email it to yourself, which will attach the statement as a PDF file.
First-time emailer from QuickBooks?
If this is the first time you have attempted to email from QuickBooks, you are given the opportunity to register your email address with QuickBooks Business Services and to sign up for QuickBooks Billing Solutions and QuickBooks Merchant Account Service. Emailing from QuickBooks is free, but Intuit suggests you create a Business Services Account before you send your first email. You can use the same login information to access any service on the Intuit Business Services network.
Creating an Intuit Business Services account offers several benefits:
Allows our servers to identify you and your company so that we can process your service requests and provide you with a custom experience. This also allows us to send you pertinent messages related to the services you have subscribed to.
Allows you to access the Web-only features of your services from outside of QuickBooks.
Protects your data in case of computer problems.
Helps keep your account secure by verifying your identity.
By providing your login name and password each time you connect to Intuit Business Services, you help to keep your account access secure.
Change the default email message for forms
Preview what your customers will see
Send forms by batch
With QuickBooks Billing Solutions, you can enable a statement for online payment, and your customer has the option of paying it online.
Go to the Customers menu and click Create Statements.
Select One Customer, click the drop-down list, and then choose the customer's name. If there is a particular job associated with this customer, you can send a statement for that job by choosing the job name.
When you write an invoice, you must enter the customer's name in the
Customer:Job field. If you are tracking separate jobs for that customer, you
can also enter the name of the job after the customer's name. Enter a colon
(:) between the customer's name and the job name. QuickBooks interprets the
name before the colon as the customer and the name after the colon as the
The Customers & Jobs list holds all the information about your customers and the
jobs you are performing for them. If your company never does more than one job
per customer or if you do not want to track individual jobs, you need not enter
job names. If you don't track jobs, your Customers & Jobs list contains
The Customers & Jobs list is the same list as the Customer:Job list.
It is called Customers & Jobs in the Customer Center, and it is called Customer:Job on the invoice and other forms.
(Optional) If you are sending statements to multiple customers, click View Selected Customers to verify your selection.
In the Edit Email Information window, check the e-mail addresses in the From and To fields.
The To field should show your customer's e-mail address. The From field should show your company's e-mail address.
If other people should receive a copy of the statement, enter their e-mail addresses in the Cc or Bcc fields.
How do I enter more than one e-mail address?
You can enter multiple email addresses in the To, Cc, or Bcc fields. Use commas (,) or semi-colons (;) to separate the addresses.
If needed, change the email message so that it is appropriate for your customer. To do so, click anywhere in the email and enter your changes.
(Optional) Edit the default email message for statements.
You can set defaults for the Bcc email address, the Subject line, and the text for emails by clicking Edit Default Text and entering information on the Company Preferences form. If you want to receive a copy of the email, enter your own email address in the Bcc field.
Spell-check the email.
(Optional) If you are a Merchant Service subscriber, to give your customer the option to pay you online, make sure
that the Allow online payment checkbox is selected.
Click one of the following:
Send Now to send the statement immediately.
Send Later to hold the statement to be sent later, in a batch with other forms waiting to be sent.
Select One Customer, click the drop-down list, and then choose the customer's name. If there is a particular job associated with this customer, you can sent a statement for that job by choosing the job name.
(optional) If you are sending statements to multiple customers, click View Selected Customers to verify your selection.
Click and then click Send. Your e-mail program opens with the statement attached to the e-mail.
Use your e-mail program to:
Check the e-mail address in the To field.
If needed, change the e-mail message so that it is appropriate for your customer.
How do I edit the default e-mail message for statements?
To attach other forms to this e-mail, create a PDF of each form you want to send to this customer and attach it to your e-mail.
When the e-mail is ready, send it to your customer.
Change the default email message
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