Not sure if you can help with this one. When sending something let’s just say a sales order or invoice from QuickBooks using outlook, is there a way to use and or designate a saved outlook form to be used in these mailings?
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Unfortunately, no. That’s why I use the QuickBooks Email option instead.
You can set both in Edit > Preferences > Send Forms. The QuickBooks Email option is on the My Preferences tab. The default templates for emailing forms is on the Company Preferences tab.
Make sure to bcc yourself on the default templates so you’ll know the forms were successfully sent.
This article is provided for informational purposes and is not intended to be construed as legal, accounting, or other professional advice. For further information, please consult appropriate professional advice from your attorney and certified public accountant.
Written by +Ruth Perryman, CMA, CFE, CFM, MBA
Ruth is the president of The QB Specialists, an Intuit Premier Reseller that offers huge savings and expert advice on QuickBooks POS and QuickBooks Enterprise. She is an Advanced Certified QuickBooks ProAdvisor and a member of Intuit’s Trainer/Writer Network. She is also certified in QuickBooks POS and QuickBooks Enterprise and has provided expert QuickBooks help to thousands of businesses all over the world since 1996.
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