1. Home
  2. QuickBooks Discussions
  3. Will Quickbooks Pro email invoices?

Will Quickbooks Pro email invoices?

I'm considering purchasing Quickbooks Pro. I'm Treasurer of a small non-profit and need to send one invoice a month to each of 15 people for dues, equipment use, expenses, etc. I am currently using Zoho Invoice, an online service, because I complete an invoice, click "email" and it's sent (all 15 members want their invoice emailed). But Zoho does not tie in to any other record keeping I am doing. I think Quickbooks is the comprehensive system I need.

I have searched this forum for messages about emailed invoices, and all of the threads that come up are from 2001 and 2002.

I'm assuming Quickbooks will produce the invoice as a PDF. Will I have go into my email and compose a message and attach the pdf for each one? Can it send them as a batch?

I use Gmail. If Quickbooks is able to send a batch of email, does it require Outlook?

Any help will be appreciated.

It is amazing how little information one can find on the Quickbooks site about the product's functionality, put pages about how much time it will save.

Thanks.

Rick

Reply to
Not Really
Loading thread data ...

Hi Rick,

Yes, QB Pro will e-mail your invoices. It does require Outlook or Outlook express/windows mail (vista). You can setup your gmail account as a pop3/imap account in either program so that you can send the invoices.

I don't think it will mail the invoices in batch. you will need to create each invoice (they can be memorized) and e-mailed one at a time.

As for composing a message --- you can set up a generic message that will be included in the body of the e-mail message.

This is not totally automated but for 15 invoices I don't think it will take that much time each month.

Reply to
Laura

Yes, QuickBooks will e-mail your invoices. And, again, yes you'll need MS Outlook and/or Outlook Express.

That's the standard. Intuit is about taking your money, not providing any real help or information. You'll receive infinitely more practical help and advice on this newsgroup than you'll ever get from Intuit.

Reply to
Frank Kirk

Rick,

You should also look at QB Online. I actually use it for my own business, rather than the desktop version. You have access to your company information anywhere you have an Internet connection, and one feature it has that people who use it (including myself) is the ability to create recurring templates. If you send out essentially the same invoice to a client each month, QBOE can completely automate the process. It will create, deliver via email and send a copy to you for each invoice. You can set each one to occur on a regular basis as well as assign how long to send them out - say for 3 months, 6 months, etc. You cam set it up instead to remind you and you would have the option of reviewing each invoice before creating/sending.

The cost for a basic subscription is relatively low (I'm not positive, but I believe $9.99/mo, with the first 30 days free.)

You also have the ability to download bank & credit card transactions through the Online Banking feature, as well as iPhone access.

Here us the link:

formatting link
Hope this helps.

Also, for what it's worth, I'm not on Intuit employee, I actually own my own bookkeeping company; I just have to disargee completely with the opinion posted here that they only care about taking your money. I know many project managers within the company as well as other employees, and I can say each one that I've encountered is truly concerned with making a good product & providing a good "customer experience".

Stacy Kildal

formatting link

Reply to
StacyQB

There are 3 levels of service available for QB Online: Simple Start (Free), Basic (9.95/mo) and Plus (34.95/mo). SS is your basic starter kit--you only get 20 customers & 1 user. Basic has unlimited number of customers with 1 user & your accountant. In order to get phone support, 3 users, banking downloads, exporting to excel and a few other features you must chose the Plus version. For any active company I recommend the Plus version so that keeping the data up-to-date can be automated through the bank downloads.

Reply to
Laura

BeanSmart website is not affiliated with any of the manufacturers or service providers discussed here. All logos and trade names are the property of their respective owners.