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LM1977
Level 1

EMAILS FROM OUTLOOK ON ONLINE QUICKBOOKS

Hi

I change over from quick books desktop to online as we had to.

I would like to know how do we email from our email account in outlook on online quick books or can't you? I use quick books online.

1 Comment 1
JaeAnnC
QuickBooks Team

EMAILS FROM OUTLOOK ON ONLINE QUICKBOOKS

Thanks for reaching out to us, @LM1977. I'll be happy to address your concern about sending emails from your Outlook account in QuickBooks Online (QBO).

 

Before that, can you specify what you're trying to send? This way, we can have a better understanding of your concern and provide an appropriate resolution.

 

If you're referring to sales forms, currently, we're unable to email them via Outlook. As a workaround, you may save it as a PDF, and manually send it outside the program.

 

However, if you want to send an email to your customers, you can do so using your Outlook. To do that:

 

  1. Go to Sales and click Customers.
  2. Put a checkmark beside the customer's name that you want to send an email.
  3. Click Batch Transaction, then select Email.

 

Alternatively, you may connect your Gmail account to QBO to send invoices directly from your Gmail address. Check out these articles for your reference:

 

 

Additionally, I'm sharing this guide if you're interested in importing your customer list from QBO to Microsoft Outlook: Import customer list to Outlook.

 

Feel free to get back to us whenever you need further help to send emails from Outlook. I'll be happy to provide additional assistance. Stay safe, and have a good one.