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QuickBooks Send Forms: My Preferences

QuickBooks Send Forms

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.

Gita Faust

About the Author

Gita Faust has over 30 years of accounting experience in the real estate and property management industry, Gita Faust is more than just a real estate investor; she is also popular for her work as an accountant, consultant, mentor, speaker, QuickBooks Top ProAdvisor, QuickBooks Solution Provider, member of Intuit’s Trainer/Writer Network, and, of course, author. Gita is well-known for her exemplary leadership and advisory skills. In fact, she even helped pioneer the adaptation of QuickBooks to suit the needs of professionals in real estate and property management. To share her knowledge she has written a series of courses titled Simplified Accounting Solution, which provides step-by-step guidance for those working with QuickBooks.

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