Quickbooks Pro 2007

tleisen · #1 Nov 9, 2007, 08:20 AM

Hello, hope someone can help...
I create invoices from quickbooks every month, email them to myself then forward them on to the appropriate people (all different) with word & excel attachments. Is there anyway to cut out that second step and send them directly from quickbooks with the appropriate attachments? Thanks!

QuickBooks Trainer · Dec 4, 2007, 12:02 AM

You can email them directly to your client if you have entered their e-mail address in their profile. The client profile allows you to send carbon copies to third parties.

Another alternative is to save your invoices as a PDF file (File, Save As, PDF) and them forward them to the appropriate parties.



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