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O
Oleg6
December 5, 2021
Question

How to have e-mails (invoices sent) appear with attachments (invoices) in my sent folder.

  • December 5, 2021
  • 1 reply
  • 0 views

Hi,
I am using QB Pro 2020 Desktop on a W 10 computer.  After a recent update I found that my templates had lost their logos, they had to be recopied back into QBs. All my e-mail info was lost and had to be re-entered, it has been replaced and mostly works fine.  Friday I sent an invoice by e-mail through QB, I haven't done this in a while but as I remember the sync between QB and my e-mail account (Thunderbird) allowed for a copy of the email and invoice to be placed in my e-mail inbox.  This did not happen, did I miss a setting?  Is there a way to have a copy in my sent folder with the invoice attached?

1 reply

N
Nick K
December 6, 2021

Hi Oleg6.

 

Sending out emails to your clients and customers is a great way to save yourself some time when working in QuickBooks Desktop. I'd be happy to help go over how to set up your email address.

 

When setting up your email you'll need to go to Edit>Preferences>Send Forms. If the email is going through Outlook and you have it installed locally all you need to do is click the Outlook checkbox. If it's going through the provider you'll need to select webmail and fill in the information. If your unsure how to do so you can follow the steps in this article. Once the email is set up and you send anything out it should show up in your sent email box. I recommend deleting and adding the email again and sending a test email to yourself to make sure it went through and if it shows up in the sent box.

 

If that doesn't work I suggest contacting our support team by the phone number in this article so we can get this resolved for you.

 

Have a great day!

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