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How to edit template in quickbooks 2015 for mac how to#
How to edit template in quickbooks 2015 for mac pdf#

In the Preferences pop-up, click on "Send Forms" in the left panel.

To access the preferences, open the Edit menu.

From within QuickBooks, click on "Edit" in the top menu bar and select "Preferences" at the bottom.

How to edit template in quickbooks 2015 for mac how to#

How to configure an email account within QuickBooks In addition to being available within the application so you do not have to switch between apps, you can use the existing template or update the body of the message to meet your needs so you don't have to repeatedly type the same information.

Sending directly from within QuickBooks is faster as long as you know how to configure an email to work in QuickBooks. Often times we do things the way we have always done them, or the way we know how, and end up missing a more efficient way of doing the same task.

How to edit template in quickbooks 2015 for mac pdf#

Create a pdf of the file, save it locally, then attach it in an email.īoth ways are equally effective, they are simply different.Send the invoice directly from within QuickBooks (assuming an email account is already configured in QuickBooks).For instance, when you need to send an invoice, quote, statement, or other document created in QuickBooks, you can accomplish this in one of two common ways: Like most things, there is more than one way to accomplish the same task.

How to Configure QuickBooks to Email Invoices Directly This post demonstrates how to configure an email account within QuickBooks desktop. If you do use QuickBooks, one thing that makes communicating with clients more efficient is sending invoices and other documents to them directly within the QuickBooks software.

If you are just starting your business, or looking for something different, a quick online search will provide many different options. In recent years many new competitors have entered the accounting software field. Many companies that began using it years ago still use it because starting over with a new software often means losing access to, or making it hard to access, legacy data. QuickBooks is an accounting software that has been around for decades.