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Replying to:
MorganB
Content Leader

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Hello, tomclarke.

 

Thanks for reaching out here in the Community. I'd be glad to provide some insight on your question about moving the Memorized Transaction List into Send Forms.

 

When you create an invoice in the Memorized Transaction List, you can choose for QuickBooks to automatically send the form to your customer. Alternatively, if you'd like to be notified before the invoice is sent out, you can add the transaction to the Reminders List. You will then receive a message to let you know it's time to send the invoice.

 

This article provides additional details on creating and modifying memorized transactions: https://quickbooks.intuit.com/community/Inventory-and-projects/Create-and-modify-memorized-transacti....

 

With this information, you'll be able to send invoices to your customers by email. I wish you and your business continued success. Please feel free to contact me if you have any other questions.

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