How to mail invoice to quick book

To mail an invoice to QuickBooks, you can follow these steps:

Method 1: Using QuickBooks' Built-in Email Feature

  1. Open your QuickBooks company file and go to the "Customers" tab.
  2. Find the customer you want to send the invoice to and click on their name.
  3. Click on the "Invoices" tab and select the invoice you want to send.
  4. Click on the "Email" button at the top of the screen.
  5. Enter the customer's email address and any additional information you want to include in the email.
  6. Click "Send" to send the invoice as an email attachment.

Method 2: Using QuickBooks' Print and Email Feature

  1. Open your QuickBooks company file and go to the "Customers" tab.
  2. Find the customer you want to send the invoice to and click on their name.
  3. Click on the "Invoices" tab and select the invoice you want to send.
  4. Click on the "Print" button at the top of the screen.
  5. In the print dialog box, select "Email" as the print destination.
  6. Enter the customer's email address and any additional information you want to include in the email.
  7. Click "Send" to send the invoice as an email attachment.

Method 3: Exporting the Invoice and Attaching it to an Email

  1. Open your QuickBooks company file and go to the "Customers" tab.
  2. Find the customer you want to send the invoice to and click on their name.
  3. Click on the "Invoices" tab and select the invoice you want to send.
  4. Click on the "Export" button at the top of the screen.
  5. Select "PDF" as the export format and choose a location to save the file.
  6. Open your email client and compose a new email.
  7. Attach the exported PDF file to the email.
  8. Enter the customer's email address and any additional information you want to include in the email.
  9. Click "Send" to send the email.

Tips and Variations