Comments on: QuickBooks Email Options

By: Lynn Jackson

Lynn Jackson — Thu, 02 May 2013 15:35:27 +0000

Charlie, Do you know if there is a way to save email text specific to certain customers? I email commercial (appx 20) and residential (appx 150) tenant invoices at a time and the email text is different with each group. Is there a way to set this up so that the email text is “remembered” with specific customers or will I need to set this up each and every time I invoice? The commercial tenants are set up as memorized invoices, the residential are not because they are invoiced in batches and it’s three times per year, not on a recurring monthly basis as is the case with the commercial tenants. I hope this makes sense.

Thanks!

By: Charlie Russell

Charlie Russell — Mon, 08 Apr 2013 18:06:44 +0000

Jason, you’ll have to talk to them. Sometimes these features get turned off by accident on their side of things, in their database.

By: jason

jason — Sat, 06 Apr 2013 06:20:25 +0000

charlie, I am having somewhat of the same issue, i just upgraded from pro 2010 to pro 2013. i lost my ability to send invoices using the QB mail client, which was quick and easy, it is now taking forever to load the message into my outlook and send that way, even doing it as a batch..

i have IPN and IMS merchant services and payment network, i should get email client access with that shouldn’t i. I have looked at my send forms settings and QB is greyed out, is this something i need to contact intuit to get resolved?

By: Nate Dennehy

Nate Dennehy — Sat, 16 Mar 2013 21:08:53 +0000

I see. Thanks for the input!

By: Charlie Russell

Charlie Russell — Fri, 15 Mar 2013 22:42:44 +0000

Ah, I understand what you are saying now. It does depend on how some things are set up in the system.

You are right, in the invoice window there is a dropdown list at the top for the account to use, and in the other windows there is not.

Best I can say is that in the 2013 product this has been fixed, the dropdown list is available in all three of those forms.

By: Nate Dennehy

Nate Dennehy — Fri, 15 Mar 2013 17:43:48 +0000

Dear Charlie,

Yes, I am using the US version.

At the top of the Estimate and PO windows, I see an email icon, and it gives me a dropdown with options to Send, Send Batch, or Billing Solutions Options. It seems to always use the default email address set in my preferences, with no option to use others.

This is different from what is visible at the top of the Invoice window, which has the same icon but says “Send.” The dropdown here has Email Invoice, Mail Invoice, Send Batch, and Billing Solutions Options to choose between. When I click on Email Invoice it gives me the option to choose Web Mail and which email address to send from.

By: Charlie Russell

Charlie Russell — Fri, 15 Mar 2013 16:36:44 +0000

Nate, do you see an “email” icon in the top of the estimate and PO windows? I see it in my copy…

Also, are you using the US version?

By: Nate Dennehy

Nate Dennehy — Fri, 15 Mar 2013 16:17:18 +0000

Dear Charlie,

I have entered multiple email addresses as for web mail in the Send Forms section of Preferences, but it only seems to impact my ability to send Invoices. I would like to be able to choose the email address from which I send estimates and POs as well. Is there another step involved here, or is this not an option in Quickbooks Pro 2012 at all?

By: Charlie Russell

Charlie Russell — Mon, 04 Feb 2013 19:07:22 +0000

Looking at QB 2013, that is the way it works. I would guess that the concept is that a “job” is just one of several jobs for the customer, that all should go to that customer. I wouldn’t have designed it that way myself. I don’t see a simple solution.

By: Linda Kaczmarek

Linda Kaczmarek — Sat, 02 Feb 2013 16:09:10 +0000

Did you get an answer to this? We are having the exact same issue.