QuickBooks Email Template

Software: QuickBooks Desktop Accounting Software

You can email documents in PDF such as Invoice, Purchase Order, Statement, etc. directly from QuickBooks Desktop accounting software via the email client such as Microsoft Outlook with a neatly constructed email message, the email template.

The email templates are under the Send Forms preferences (under Edit menu > Preferences > Send Forms > Company Preferences tab) which the user can modify or add a new to the collection. From the Email Template preference, select the template category such as Invoice, Statement, Purchase Order, etc. and amend or add accordingly.

QuickBooks Email Template

Set up the email message (like a word processor) and insert the relevant fields, and you are ready to go. Simple.

QuickBooks Email Message

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