GOING GREEN WITH QUICKBOOKS - PART TWO

To help you "go green", QuickBooks allows you to set user and company preferences for sending forms.  Just follow these few steps.

Step 1: Select the edit menu at the top, select Preferences, and then select Send Forms.

Step 2: On the My Preferences tab, choose if you want to send the form using Microsoft Outlook or QuickBooks Email service.

a. If you choose to send the forms using Microsoft Outlook you have better control over the formatting.  You can attach additional documents to the email before you send it. Plus, you can maintain a record of the email in your Sent Items folder within Outlook. However, if you send numerous forms electronically on a regular basis you will need to regularly archive your sent items folder to keep the size of your Outlook file manageable. You can setup company preferences to send a blind copy to a designated email and use that email account to store the forms you sent.

b. If you choose to send the forms using the QuickBooks email service you will not store a copy on your computer. However, you can still setup Company email preferences to automatically send a blind copy to an administrative email and store the forms using that address. This option also allows you to send forms without Outlook installed or configured on the local computer – with only an Internet connection. There is no fee for this service.

c. Click the Company Preferences tab to set the default email message the customer will receive when you send the form. When you are done, click OK to save your changes and close the preferences window.