Beginning with the 2008 series of products, you can use your own email client to send reports and forms via email – provided that you have a preference set correctly, and provided that your email client is one of:
- Microsoft Outlook
- Microsoft Outlook Express
- Microsoft Windows Mail
To use any of the above email clients, choose the Outlook setting on the Send Forms sub-menu on the My Preferences tab on the Edit->Preferences menu selection.
Whether you send a report or form via your email client or QuickBooks E-mail, QuickBooks will send the report or form as a PDF attachment.
Users of 2007 series and older are limited to using QuickBooks E-mail, which is an online service provided by Intuit. Access to this service will no longer be available to QuickBooks 2007 users after May 31, 2010.
Online services are only available to users of a current QuickBooks version, so it’s important to monitor Intuit’s service discontinuation policy regarding the availability of online services for your version to avoid unexpected disruption to certain program features.
If you need to upgrade your QuickBooks software to continue to be able to send important forms and reports via email, see the links on our Buy QuickBooks page.
The principal advantage of using your own email client is that you can automatically preserve a copy of the emails you send in a folder in your email program. With QuickBooks E-mail, you need to be sure to send a copy to yourself.