QuickBooks Tips #101

How To Send Invoice by Email using QuickBooks®

Open your QuickBooks Program.

In the Navigation Window, Click Customers (see figure A, special note 1)

Click Invoice

Create your invoice the way you normally would.

Now Click Email (see figure A, special note 2)



Fill in the To : with the clients email address

Fill in the CC: with your email address, this way you can have a copy of the invoice.

If the client does not pay promptly you can now resend it from your email. This invoice will also be sent to your email.

Fill in the From: with your business name

Then Click Send Now.

A question will come up “To view the selection link, QuickBooks must launch a Web Browser and connect to the internet. If your internet connection requires a modem, you may be asked to set it up.”

Click on the box that says “Do not display this in the future.”

It will now launch to the internet. You will see two computers communicating. Once your invoice has been sent you will see the message “Your invoice was emailed successfully”. (Do not check the box that says “Do not display this in the future.”)

Now you can click Save and Close.