QuickBooks for Mac 2014 User’s Guide 229
To email a group of forms:
1 When creating the form, select “Email later” button at the bottom of the form before you save it.
2 When you're ready to email the forms, choose File > Email Forms.
3 On the Select Forms to Email window, review the list of forms to email. Be sure the ones you want to
send are checked. Uncheck the forms you don't want to send.
4 Click Send.
Adding Email Addresses
If you do not have an email address for the recipient saved in the customer or vendor list, you can add an address
on the Select Forms to Email window. Click twice in Email Address column next to the name and enter the email
address. You will be asked if you want to use this email address once or if you want to save it in the customer or
vendor list.
Adding a Note to the Emails
You can add a note to the emails you send from QuickBooks, such as a custom message to a customer or vendor.
On the Select Forms to Email window, click “Save as Drafts to Send Later.” The email messages with the sale forms
attachments are saved to the Drafts folder of your email program. From there you can access each email message,
add text to it, and then send.
Troubleshooting email
If you're having trouble with the email features of QuickBooks, try the tips in this checklist.
• Is your email program supported by QuickBooks?
QuickBooks supports Apple Mail, Microsoft Entourage 2008, or Outlook 2011 for Mac.
• Did you set up an email account?
Your email program must be installed and an email account created before you can send email through
QuickBooks. Check the Help for your email program for instructions on setting up your email account. If you
have more than one email account, QuickBooks uses the default account.
• Are you connected to the Internet?
Be sure you're connected to the Internet before trying to send email.
• Did you change email programs?
If you've changed email programs, be sure the one you are using is Apple Mail, Microsoft Entourage 2008, or
Outlook 2011 for Mac. Try closing and restarting QuickBooks for the switch to take effect.
• Do you have an email address for the recipient of the email?
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