Monday 24 December 2018

Call On Quickbooks Phone Number And Know How To Email A Sales Form Or Report To Multiple Email Addresses In Quickbooks



In this article you will learn how to email a sales form or report to multiple email addresses in  Quickbooks. To know more call on Quickbooks phone number.

From the QuickBooks Online you can easily and quickly email a sales form or report to multiple email addresses directly.

How to send an email to multiple email addresses?

By doing either of the following,you can send an email to multiple email addresses:

• Separated by a comma and space, type in multiple email addresses.

• With the help of Cc or Bcc fields.

How to add multiple email addresses to a sales form?

Follow the steps to send a sales form to multiple email recipients:

• Select Sales from the left menu.

• Select All Sales.

• For the specific sales form you want to send checkmark the box.

• Choose Send from the drop-down in the Action-column. By doing this you will open up the Send email window.

• Type in the email addresses in the To field, separated with the help of a comma and space.

• In either the Cc or Bcc, enter the email addresses.

• Click on Send.

How to add multiple email addresses to a report?

Follow these steps to send reports to multiple email recipients:

• Select Reports from the left menu.

• To send choose the specific report and then click on the Email icon present on the upper right of the report page. By doing this the Print, email or save as PDF window will open.

• Click on Email. By doing this you will open up the Email Report window.

• Type in the email addresses in the To field, separated with the help of a comma and space.

• In either the Cc or Bcc, enter the email addresses.

• Click on Send.

How to add multiple email addresses to a memorized report?

Follow these steps to add multiple email addresses to a memorized report:

• Select Reports from the left menu.

• Choose Custom Reports and then from the Action column click on Edit.

• Switch on the Set email schedule.

• According to your liking, customize the set recurrence.

• Enter the email address where you want to send it and then click on Save and close.

How to save default email addresses when you create a sales form?

Enter the default email addresses each time you create a sales form to avoid entering the same email addresses :

• On the Toolbar, click on the Gear icon.

• Select Account and Settings under your company.

• From the left menu select Sales and then go to Messages.

• Click on the pencil icon and then enter the default email addresses in the Cc or Bcc.

• Click on Save.

Now you can email a sales form or report to multiple email addresses.

To know more on how to email a sales form or report to multiple email addresses in Quickbooks Online call on Quickbooks phone number 1 (855) 441 4436. Also, you can write us at support@quickbookconsulting.net. Feel free to reach us anytime; our team of executives is 24/7 available at your service.  For more information visit, www.quickbookconsulting.net.

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