Then, QuickBooks helps you view and track those emails you've sent to your customers and vendors. This is to ensure you have an original copy that you can restore at any time in case of data loss or damage. From there, confirm the Outlook is the default email reader.įor additional reference, please proceed to pages 245-251 of our QuickBooks for Mac user's guide.Īlso, it's recommended to always create a backup copy of your company file before doing any changes.Please check this article for more info about the process: Email sales forms in QuickBooks Desktop.Īlso, let's make sure that Outlook is your default email reader. If you want to email a PDF of the form, without the text in the body of the email message, clear the Include text in emails checkbox.Select the Save emails as drafts in email program checkbox if you don't want QuickBooks to send them right away.Click the From dropdown, then pick the email address you want to use.Modify the subject field and the body of the email.Note: QuickBooks automatically picks the template for the form you selected but you can still edit it and customize your email.Edit the email message text of the form that you want to send.Here are the steps so you can create a draft of your emails before sending them:
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