QuickBooks Desktop How To Email Invoices To Customers Directly From QuickBooks
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- เผยแพร่เมื่อ 25 ส.ค. 2024
- QuickBooks Desktop How To Email Invoices To Customers Directly From QuickBooks
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This is a QuickBooks Desktop Tutorial on how to email invoices to your customers directly from your QuickBooks program. Using these steps will save you a lot of time in your invoicing process.
I created this video because I noticed many people are already emailing QuickBooks invoices to their customers instead of mailing them, but MOST people are creating a PDF invoice saving it on their computer, and attaching it to an email. THIS IS A WASTE OF TIME!! Let ME show you a better way!
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Thanks for your video on sending an invoice from quickbooks. It was helpful, however, I an also looking on how to modify the body of the the sent email. Where do you go to edit the information that is included in the body? Thank you.
Great video you saved me a lot of time 👍
Thank you! I’m happy you found it helpful .
Thank u so much
You're welcome Rose! I'm glad you found the tutorial helpful.
Thank you for this information. How do you affix a permanent cc so it will come up every time you send an email?
Thank you
Can we automate email invoices in desktop as e-commerce sales are very high we cannot send one by one is there any way to send automatically
Please make a video on doing ecommerce accounting of amazon and ebay
This is a great idea.
Thanks a lot
I’m glad you found this video helpful!
Great content
Thank you, I appreciate your comment.
That is very kind of you. Thanks!
Hello, I appreciated your video, however do you know if it can be set up to autofill the to email address? The customers already have saved emails but I have had to go search for it, copy and paste! Thanx!
So cool
Thank you ❤️
Hi can I setup to send invoice email reminder let's say every 2 days past due ?
Thank you ❤️
Your welcome! Glad this was helpful for you!
@@RazorAccounting you save my life
❤️❤️
@@aldoalve Thank you so much for your comment, I really appreciate it. It's nice to know that the work that I am doing is helpful. 🥰
@@RazorAccounting ❤️😘❤️
Sorry about the double post. So how do you do it if you are using AOL as it is not listed in the choices. I have used AOL for years and all of a sudden it stopped working. At this time I am using QuickBooks Desktop Pro 2018. All my clients won't recognize my gmail address so need to get AOL email working again.
Hi Kevin, I am not sure how to do this with AOL but I will look into it. I will let you know what I find out.
@@RazorAccounting Thank you very much, look forward to hearing from you.
Hi there. I got as far as “ Less Secure Apps”. I could not find it?
your email service is not listed?
Does this email setting make the invoice send automatically? or how do I know if the invoices will be sent automatically vs. not automatically to the customer?
It’s not automatic, each invoice is sent individually.
@@RazorAccounting Okay, thanks for the help.
So how do you do it if you are using AOL as it is not listed in the choices. I have used AOL for years and all of a sudden it stopped working. At this time I am using QuickBooks Desktop Pro 2018.
Thank you for the video i tried it and works fine using Gmail mailing address but when i tried using the company AOL mailing address didn't work, any advise please.
Hi Abdul, I have not been successful with using a company email address either. If I find a solution I will post a comment here about it.
@@RazorAccounting Thanks
can you suggest me two integrated applications in QuickBooks for email automation and can you please state the comparison as well?
Please revert back,
Thank you
Hi Abhishek, there are many email systems you can use with QuickBooks, I prefer Gmail. Here are some other options: MICROSOFT OUTLOOK 365, BELL MAIL, BELLNET, CLUB INTERNET, COGECO, COMCAST, EARTHLINK, HOTMAIL, LAPOSTE, MSN, NETSCAPE, NETZERO, ROGERS, SHAW, SKYNET, SYMPATICO, TELUS, VIDEOTRON, YAHOO
Your video was very informative. If you are sending an invoice for a client, do you need to have their email password to send it under their name? Also, do you have to do this each time that an invoice is sent?
Hi Tina, yes you would need to have your clients email password to send the email from their email address. I use my business email address to send invoices on behalf of my clients. There is no automated feature for sending emails that I am aware of so yes this needs to be done for each invoice.
@@RazorAccounting thank you for responding.
How do you change the text in the email that is sent with your invoice?
You have to go into the invoice template, here is a video that will show you how to do that th-cam.com/video/wk9bGTxFvW8/w-d-xo.html
Great video. invoices are sorted but unable to send statements, email option appear on screen but send option is not working and no error and it's not sending. kindly assist me if you can. thanks
Hi Shahid, can you tell me the process you are taking to produce the statement? I generally will go to the customer tab from the home screen, the create statements, then I select the customer, and select email.
@@RazorAccounting Hi, hope you are well. Yes I’m doing as it is. But send option is not performing.
@@shahidhussain4484 what email provider are you using?
@@RazorAccounting I’m using gmail, when I’m sending invoice into email it’s working perfectly .
@@shahidhussain4484 I wonder if there is an issue with your software itself, have you updated your program recently?
How do you add more than one customer to email same invoice
Hi there, to email multiple people an invoice click "Cc" (to the right of the "To" box)to show all people included in the email, or "Bcc" to make other receivers of the email private.
How do you saved the email password permanently so you don't have to enter it every time when you send invoice to customer?
Thank you
Hi Stanley, no you do not have to re-enter your company email every time just your email password.
Every time I try to email a invoice a screen pops up asking for my password and then I enter it and it doesn't except it??? Can you help please??
@@RazorAccounting we have to enter the email password every time we send an invoice? is any way we can saved it email password permanently so we dont have to enter every single time we send invoices???
So my Q’s keeps saying it’s missing pdf component
Oh that’s interesting, can you copy and paste in the whole error message?
It used to work now today its not working
what email service are you using?
I won money but I don't know how to get the money can you help me
Can you explain the situation?
Thank you sexy. You're the best ! The video was very well done.
Can't set up to email my invoices! I entered everything in the setup but when I hit send to actually email an invoice a screen comes up ask for password 🤬 Can you help?
Hi David, the password that you are being asked for is the password on your email account. Can you try logging out and back into your email account to be sure you are entering the right password for the email? Please let me know if that solves your problem.
@@RazorAccounting Hi Amy I followed your instructions and it worked perfectly!! Thanks
@@boomer1049 Great! Thanks for letting me know David. Your Welcome!
You are very beautiful charming and lovely
Thank you so much 😀