QuickBooks makes it fast and easy to send invoices and other forms to clients. The options in the Send Forms section help you to easily send out these forms right from QuickBooks. Today we will examine the options in My Preferences.
- Auto-check the “To be e-mailed” checkbox if the customer’s Preferred send Method is the e-mail
- This option will check the “To be emailed” box and make invoices and other forms ready for quick and easy email to the client.
- Send Email Using
- From here you can set up which email service you use to send email. You can choose Web Mail, Outlook, or, QuickBooks E-mail. If you choose Web mail you will need to add more information in the text box that appears below to properly set up your E-mail.