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Change email 'From' address. I need to change my from email for invoices and estimates to a new email address. I've changed it in my MY Company but the forms keep sending from the old email. United States QuickBooks Online QuickBooks Desktop QuickBooks Desktop for Mac QuickBooks Self-Employed Accountants Payroll GoPayment QuickBooks.
- 1 Create Automatic Invoices with QuickBooks
- 2 Enter Shipping Charges in QuickBooks
- 3 Reconnect a Sales Order to an Invoice in QuickBooks
- 4 Save an Invoice As a PDF File in Quickbooks
Quickbooks allows you to set up recurring invoices for customers your company bills on a regular basis. You can use recurring invoices even if some of the billed items may change on each invoice. Quickbooks will save the standard items as a template and allow you to input the remaining items when you are ready to send out the new invoice. After a recurring invoice is 'memorized,' as Quickbooks calls it, Quickbooks will automatically enter it into the ledger at your chosen intervals and email a copy to the customer.
![Change my email address for quickbooks for mac download Change my email address for quickbooks for mac download](/uploads/1/2/6/2/126244154/947394007.png)
Select 'Customer' from the menu at the top of the screen. Choose the 'Create Invoices' option. Select the customer you wish to bill from the list. Complete all data fields that will remain the same on every invoice for this customer. If there are fields that will change between invoices, leave those blank. Select the 'To Be Emailed' option at the bottom of the screen.
2.Click 'Edit' on the top menu bar and select 'Memorize Invoice.' Choose a name for your invoice and press enter. If you want to schedule your recurring invoice for a set interval, click 'Automatically Enter' and input your desired schedule. If you prefer to be reminded to enter the invoice into your ledger manually, select 'Remind Me' and input a reminder schedule. Click 'OK' to save your memorized invoice. Close the Invoice Creation window by clicking 'Cancel'.
3.Select 'File' from the top menu bar and click 'Send Forms' to email the invoices. This will display all of your saved recurring invoices. Select the invoices you wish to email individually or click 'Select All' to choose all of them. Click 'Send Now' to instruct Quickbooks to email your recurring invoices to the customers.
Things Needed
- Quickbooks
- Customer billing information
Tips
![Change Change](/uploads/1/2/6/2/126244154/594537477.png)
- Click the 'Lists' option on the top menu bar and select 'Memorized Transactions' to manually change the data for any of your previously saved recurring invoices.
- Choose 'Customers' from the top menu and click 'Customer Center' if you need to update the customer's email address. Locate the customer you wish to change and double-click the name to open a window. Enter the new email address and click 'OK'.
References (1)
About the Author
Denise Sullivan has been writing professionally for more than five years after a long career in business. She has been published on Yahoo! Voices and other publications. Her areas of expertise are business, law, gaming, home renovations, gardening, sports and exercise.
Cite this Article Choose Citation Style
Sullivan, Denise. 'How to Create & Email Recurring Invoices in Quickbooks.' Small Business - Chron.com, http://smallbusiness.chron.com/create-email-recurring-invoices-quickbooks-46736.html. Accessed 23 December 2019.
Sullivan, Denise. (n.d.). How to Create & Email Recurring Invoices in Quickbooks. Small Business - Chron.com. Retrieved from http://smallbusiness.chron.com/create-email-recurring-invoices-quickbooks-46736.html
Sullivan, Denise. 'How to Create & Email Recurring Invoices in Quickbooks' accessed December 23, 2019. http://smallbusiness.chron.com/create-email-recurring-invoices-quickbooks-46736.html
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If you’ve been in business for a while before buying QuickBooks for Mac, you probably have contacts saved in Address Book or a spreadsheet. In QuickBooks for Mac, you can import your contacts so you don’t have to enter them manually. It’ll save you a lot of time.
Video Script:
Hi, I’m Shelly with the QuickBooks for Mac team. Today I’m going to show you how to import your contacts, from a spreadsheet or Address Book, into QuickBooks. This is really handy when you’re first getting started with QuickBooks.
For this video, say I own a dog-walking business and I’ve just bought QuickBooks to help me run everything. I already have contacts saved in a Numbers spreadsheet and also a few more in Address Book. These are all people I do business with, so I want their contact info in QuickBooks.
So I click File > Import > Contacts. At this point, QuickBooks gives me the option to add them from Address Book or to Paste them from a spreadsheet. I’m going to start by pasting from that Numbers spreadsheet I have.
So what I’m going to do now is go back to that Numbers spreadsheet I have and copy the column of first names. Then I go back to QuickBooks and select the top row in the First Name column and paste the names I copied. Now I keep doing that for each of the columns until I have everything in my spreadsheet in this table in QuickBooks. Now, if I don’t have the info for a column in the table, it’s fine. I just leave that blank.
Now I want to add the contacts in my Address Book. So I go down her to the Action menu and click Add from Address Book. This window come down and you can see that all the contacts I have in my Address Book are here too. So I select all the contacts I want to import and click OK.
Now that I have all my contacts from both my spreadsheet and Address Book read to import, I can make some edits. So these two contacts aren’t customers, they’re vendors. So I’m going to change their role. And now that I’m looking everything over, I see that I’ve got a typo here that I’m going to go ahead and fix. And I’m going to add an email address. And I just got a new customer who wasn’t in either my spreadsheet or Address Book, so I’m going to add a line and enter him manually.
Now that I have my contact information the way I want it, I just click Import. So you see I’ve imported 20 customers and 2 vendors. Now I can go to the Customer Center and Vendor Center to see the contacts I’ve just imported. I can also edit any of the contact information any time.
Thanks for watching. For more videos and advice, you can go to quickbooks.com/littlesquare. And to find about about new videos and articles, like us on Facebook or follow us on Twitter.