How do I send an email from QuickBooks?
Christopher Harper
Updated on March 31, 2026
In QuickBooks, you can send transactions through Webmail or Outlook. Once you’re set up, you can send invoices, reports and more….Set up webmail
- Go to QuickBooks Edit menu and select Preferences.
- Select Send Forms.
- Select Web Mail and Add.
- Fill out the Add Email Info and select OK.
- Select OK to save your changes.
Can QuickBooks automatically send invoices?
Quickbooks allows you to set up recurring invoices for customers your company bills on a regular basis. After a recurring invoice is “memorized,” as Quickbooks calls it, Quickbooks will automatically enter it into the ledger at your chosen intervals and email a copy to the customer.
How do I fix my QuickBooks email?
Problem emailing invoices and statements through QuickBooks
- Make sure that QuickBooks isn’t running as administrator.
- Verify if your email preference is set correctly in QuickBooks.
- Set your email preference in Internet Explorer correctly.
- Test and repair your MAP132.
- Reinstall QuickBooks using Clean Install.
How do I email invoices from QuickBooks Desktop Pro?
Sending Invoices by Emails
- Click the Edit menu, then select Preferences.
- Go to the Send Forms tab.
- Set the settings to Web mail, then click Edit.
- Ensure the email ID is correct and the settings are properly set up (if you don’t use Enhanced security).
- Once done, click OK.
Can you send a mass email from QuickBooks?
Go to your customer list by clicking customer. There is a small box to the left where you can select a customer and a small box at the top to select all. Select them. Click batch actions and send your email.
What causes QuickBooks to stop working?
Whenever you get “QuickBooks has stopped working”, or “QuickBooks is not opening” error it is typically due to one of the following reasons: Windows operating system files are damaged. There are damaged or corrupt sectors on your hard disk. QB Desktop installation files are damaged.
How do I link my QuickBooks to Gmail?
Connect Gmail address to QuickBooks
- Create an invoice or open an existing one.
- Once you fill out the necessary fields, select Save and send to open the preview window.
- Above the customer’s email, select the From ▼ dropdown.
- Select Add Gmail address, then Connect Google account.
How do I enable QuickBooks for Gmail?
To Authorize QuickBooks Desktop to Use the Gmail
- In QuickBooks Desktop.
- From any open report or transaction.
- You have to select Email.
- Then click on the Send button.
- You get a pop-up that asks you to log in to your account using credentials.
- Provide credentials and click on Continue in the window of Webmail Authorization.
How do I email invoices from QuickBooks desktop 2021?
On the invoice screen, simply check the Email later check box. Next, go to File then select Send Forms. Edit the To field to your own email, then send it. If you’re able to view it without the error message, then you’ll want to reach out to your clients.
How do I send a large file in QuickBooks?
Follow the steps mentioned below and learn how to share the Accountant’s Copy of your company file using QuickBooks Desktop.
- Click the File tab and select Accountant’s Copy.
- Select Client Activities and then hit Send to Accountant.
- Confirm that you want to send the file and click Next.
How do you send a customer a letter in QuickBooks?
I’ll be glad to show you how.
- Go to Sales and select the Customers tab.
- Select the customers that you want to send email to.
- Click Batch Actions,
- Select Email. For first times, you’ll be asked to if you want to use your Google email or Microsoft email. These are the supported providers at the moment.