For decades, QuickBooks has been the leading accounting software for small to medium-sized businesses, allowing them to organize their business finances, track performance, process payroll, etc.
One of the most useful tools in QuickBooks is the ability to email attachments easily and seamlessly to customers and coworkers alike. The in-app mailing feature saves you time by letting you email documents straight from the application. Using QuickBooks’ Secure Webmail functionality also ensures the data you are sending is verified and protected.
One of the most common use cases for emailing attachments from QuickBooks is the ability to send copies of Terms & Conditions, contracts, or images related to an invoice.
The person receiving the email just needs to have a PDF viewing program available since all attachments are sent out in a standard PDF format.
Pro tip: Get the PDF solution superior to Adobe Acrobat in the Right Networks Cloud. Learn more about Foxit® PDF Editor Pro.
Now that we have covered the basics let’s go over the instructions!
Everyone hates having to log into dozens of different services all the time! And as we mentioned earlier, there are many reasons for staying within one multi-tool application, such as QuickBooks, while you work.
But, what if you wanted to take productivity, security and QuickBooks one step further? That’s where Right Networks comes in.
Our range of QuickBooks Desktop hosting solutions, created for accounting firms and small businesses, gives users one cloud environment to work from. By hosting QuickBooks Desktop in the cloud, users gain security, productivity and workflow advantages—plus so much more. Find out how life in the cloud compares to life outside the cloud by reading through our short infographic.
Keep your Downloads folder clear, save time, and keep your client files secure by linking your email to QuickBooks. If you haven’t set up your email in QuickBooks yet, you can find instructions for the setup process below.
Click on one of the links below:
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