How do I send a form by email?

Product Version
Windows
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Overview

When you're ready to send an estimate or invoice to a customer, you can either print and send the invoice to the customer or email it as a PDF or HTML attachment.

  • Quicken installs the software you need to create PDFs, so you’re ready to use this method whenever you want. One advantage of this method is you can preview the form and make a few minor adjustments before you create it.
  • If your email program is MAPI-compliant, you also have the option to email forms as HTML attachments (recommended), or as HTML or text in the body of the email itself. One advantage of this method is that you can create and send attachments directly from the forms you want to send. However, any logos that are part of the form won't be included in the email.

Click the topic below for the item you want more information about.

Emailing forms as PDF attachments

You can preview a form and make a few minor adjustments before you create it.

  1. Display the form you want to send.
  2. In the form dialog, click Print.
  3. In the Print dialog, in the Printer field, select Quicken PDF Printer.
  4. Click Preview to see what the PDF document will look like. (Optional)
  5. Change the page orientation or select the option to print the information on one page. (Optional)
  6. Click OK.
  7. In the Save to PDF File dialog, in the Save in field, navigate to the location where you’d like to store the PDF document. (Optional)
  8. In the File name field, type a name for the PDF.
  9. Click Save.
  10. Open your email application, create a new email, attach the PDF, enter the customer’s email address and any other appropriate information, and then click Send.

Emailing forms as HTML or text

You can create and send attachments directly from the forms you want to send. However, any logos that are part of the form won't be included in the email.

  1. Display the form you want to send.
  2. Click Email/Clipboard.
  3. Select whether you want Quicken to format the body of the email as HTML (recommended) or text.
  4. Select whether you want to send the form as an attachment (recommended) or embedded in the body of the email.
  5. Select whether you want to send the form by email or write it to the Clipboard.
    • Email To: If you have MAPI-compliant email, enter the email address. (If you entered the customer's contact information in the Address Book, the email address will be filled in for you.)
    • To Clipboard: If you have non-MAPI-compliant email such as AOL, you can copy the invoice to the Clipboard and paste it into an AOL mail form (open the form, click Email/Clipboard, and then select To Clipboard under Send). You may need to change the font to a fixed-width font such as Courier for the invoice to appear correctly. If necessary, refer to the manufacturer's Help for the Clipboard. 
  6. Click OK.
  7. The message appears in your email application as outgoing mail. Verify the information, and click Send.
     

This feature requires Quicken Home, Business & Rental Property.

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