MichelleBh
Moderator
Moderator
‎June 30, 2022 05:34 AM

Manage customers and income

I have steps to set your customer's preferred delivery method in QuickBooks Desktop, @TommyJr. And I'm happy to outline the detailed steps with you. 

 

Let's visit the Send Forms preferences menu to set the delivery method. Let me show you how:

 

  1. Go to the Edit menu and select Preferences.
  2. Pick Send Forms and choose the Company Preferences button.
  3. In the Delivery Method Default field, select Email later. 
  4. Go back to the My Preferences tab and make sure the Auto-check the "Email Later" checkbox if customer's Preferred Delivery Method is e-mail box is checked.
  5. Click OK. 

 

 

Once done, you can close and then reopen QuickBooks. It will refresh the program and implement all changes to your sales forms accordingly.

 

If it's time to send sales forms to customers, you can follow the easy steps in this article to achieve your task: Email sales forms, invoices, and statements in QuickBooks Desktop.

 

Additionally, check out these articles below to help you personalize sales forms and fix some email issues in QuickBooks: 

 

 

You can always count on me whenever you need help managing your customer's transactions in QuickBooks. I'm always here to back you up. Keep safe. 

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