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nomoreptteachmt
December 8, 2023
Question

Quickbooks forms

  • December 8, 2023
  • 1 reply
  • 0 views

Hello everyone.  We are updating our Quickbooks Desktop Enterprise Solutions 23.0 so we can email invoices to our customers.  

Question:  the email address for the "sent" emails has the wrong person's name in it.  How do I update this (please give detailed instructions, thanks!!)

Question:  We only want to email invoices and statements automatically.  Right now QB is creating an email for everything, sales orders, estimates, etc.  Is there a way to limit which documents go to the automated email system?  Again, if yes, details please.

Thanks everyone for your help and Happy Holidays!!

1 reply

S
ShyMae
December 8, 2023

Hello there, nomoreptteachmt. I'd be happy to assist you in correcting your email address and provide you with more information regarding the automated sending of emails. 

 

To begin with, let's check if the email address in your company settings is correct: Once done, you can check if the email is connected when sending forms. Here are the steps to do that: 

 

  1. Go to Company, then select My Company.
  2. Click the Edit icon and click the E-mail column.
  3. Type in the correct email address. 

 

Once done, you can check if the email is connected when sending forms. Here are the steps to do that:

 

  1. Go to Edit, then select Preferences.
  2. Click Send Forms and go to My Preferences.
  3. Tick whether you are using Web Mail or QuickBooks E-mail.
  4. Check if the email is correct; if not, then edit the email in the Email Id section.
  5. Once done, hit OK. 

 

On the other hand, I recommend reviewing your email provider about the automated sending of forms. Currently, automatically sending forms via email is not available in QuickBooks Desktop. You'll need to send it manually. 

 

To learn more about how emailing sales forms works in QuickBooks Desktop, check out this article: Email invoices and statements. 

 

In addition to creating invoices, you can generate sales receipts when a customer visits your company's location to make a payment in person. This is a quick and easy way to record the transaction and provide your customer with proof of purchase. 

 

Just know that I'm always available to assist you further regarding your invoices. Feel free to click the reply button below to submit your response. Best wishes and Happy Holidays!

N
nomoreptteachmtAuthor
December 11, 2023

This is helpful for updating the email address for the Quickbooks automated emails.  The other part of my question is can I limit which forms QB generates through the automated email process?   We only want to send invoices automatically if possible.  Right now every document, sales orders, receipts, statements, etc all create an email copy.  We can delete the ones we choose not to send, but if there is a way do issue emails for invoices only we would prefer thatl.

Thanks!!

J
JamesAndrewM
December 12, 2023

I greatly value your feedback and understand that having the ability to limit which forms QuickBooks generates through the automated email process is crucial for us to improve our products and services. 

 

I appreciate your understanding that the unavailability of features can sometimes be a part of any product, and we strive to address them to the best of our ability.

 

As we value your ideas, I recommend sending your feedback to our Product Development Team. Here's how: 

 

  1. In your QuickBooks account, click the Help option.
  2. Select the Send Feedback Online option.
  3. Choose Product Suggestion.
  4. Enter your feedback.
  5. Click the Send Feedback button.

 

Also, feel free to visit our Feedback forum page to see a list of other QuickBooks users who have already suggested this feature and for the recent updates in QuickBooks.

 

You can utilize this article for future reference: Customize reports in QuickBooks Desktop.

 

For additional questions about managing your sales forms or any QuickBooks-related concerns, don't hesitate to post them here in the Community. We're always available and willing to lend a hand to your queries. Have a great day ahead.

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