![]() Thank you for joining the thread, can perform some basic troubleshooting steps to isolate the issue. If you need further assistance with the workaround, just let me know. You may also reach out directly to an IT professional for fixing Microsoft Outlook. Check out this article for more detailed steps when seeing an error message about Outlook in QuickBooks Desktop: How to fix "Error: QuickBooks is unable to send your email to Outlook.Īfter the following steps above, I'd recommend contacting our Customer Support Team. If you're getting the same result, move on suggested solution Steps 4 and 5. Once done, you can now open your QuickBooks account then send test email transactions. Then select the email service you want to use. Select Tools then the Settings menu and then Internet options.Ĥ. You can use Internet Explorer and reset your email preference from there.ģ. I would really appreciate it also if you subscribe to our blog so that you can get all the latest tutorials and tips.I appreciate you following the steps above provided by my colleague so you can send an email invoice using your default email address.Īllow me to share other solution to set up a default email address when sending forms via Outlook. If you find these tutorials helpful, please share these posts with others. ![]() Final wordsĬongratulations! You have learned how to enter invoices in QuickBooks Online. Showing a due date on your invoices helps you to get paid on time. Make sure that your invoices include a due date. This also helps to keep a healthy stream of cash coming in. If you provide services, consider invoicing customers in advance. My customers can click directly on the invoice I email to them and they can pay me right away. I recommend that you use QuickBooks Payments so that your customers can pay you online. Invoice customers as soon as work is completed while customers are still happy with your services. ![]() On the right, you will see a preview of what the invoice looks like.Ĭlick Send and Close to email the invoice to your customer. On the left, you will see your customer’s email address, the subject line on the invoice, and the body of the message. Email an invoice to a customerĪfter you click Save and Send, the Send Email window will open. Just drag and drop files into the Attachments window.Ĭlick Save and Send at the bottom right to email the invoice (and attachments) to your customer. You can send contracts, timesheets, receipts, etc. How to attach a file to an invoice in QuickBooks Onlineĭo you need to attach documents to an invoice so you can send them to your customer? No problem! You can attach any PDF file to an invoice. The balance due is the amount that the customer owes you. Once again QBO does all the math for you. Verify that you are using the correct sales tax rate.ġ5. Enter a message to be displayed on the invoice – like “Thank you for your business!”ġ4. Verify sales tax and enter a message to be displayed on the invoiceġ3. If you collect sales tax, then check the sales tax box. QBO will do the math for you to calculate the amount (quantity x rate).ġ2. Enter the quantity sold (this may be quantities or hours).ġ1. See my tutorial on How to Set Up the Products and Services List in QuickBooks Online.ĩ. Enter the corresponding product or service you are invoicing your customer.
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