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Email overview

You can email forms and reports directly from QuickBooks using:

  • Outlook

  • Outlook Express

  • Thunderbird

  • web mail services such as Yahoo! Mail, Gmail, and Hotmail

  • QuickBooks E-mail

    Note: QuickBooks E-mail is available only to certain QuickBooks users.

    QuickBooks E-mail is only available to users who subscribe to 1 or more of these services:

    • QuickBooks Payroll

    • Intuit Merchant Services

    • Accountant's Copy File Transfer

    • QuickBooks Enterprise Full Service Plan

    • QuickBooks Billing Solutions

    • QuickBooks Pro Plus and Premier Plus

How does QuickBooks work with my email program?

Send 1 form at a time

  1. At the top of the form, click the E-mail or Send button. You can preview the email, make changes, and add additional attachments (not true for web mail).

Send multiple forms at one time

  1. On the bottom of each form you want to send, click the To be e-mailed checkbox.

  2. Save the transaction.

  3. Choose File > Send Forms.

Email forms and reports

When you email a form, your customer receives it as a PDF file email attachment along with a cover note.

When you email a report, your customer receives it either as a PDF file or an Excel file email attachment along with a cover note.

I want to email:

Email tasks

11/21/2017 3:02:09 PM
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