Set the Send Forms Preferences in QuickBooks 2014 - dummies

Set the Send Forms Preferences in QuickBooks 2014

By Stephen L. Nelson

The My Preferences tab of the Send Forms Preferences dialog box in QuickBooks 2014 lets you check a box to specify whether the To Be E-mailed check box is selected for customer invoices; click an option button to specify when e-mailed forms should be processed with web mail; and provides buttons you can click to build a list of e-mail accounts you want to use for web mail.

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The Company Preferences tab of the Send Forms Preferences dialog box is shown here. The Company Preferences tab lets you specify the default message text, message subject, and salutation for e-mailed invoices, estimates, and statements.

To use the Company Preferences tab, you use the Show drop-down list to specify which type of message text you want to change. Next, click the message you want to change; then click the Edit button. When QuickBooks displays the Edit Email Template dialog box (not shown), you change the default message however you want.