QuickBooks Online Plus

You can send invoices to your customers directly from QuickBooks Online Plus. Use QuickBooks Online Plus to generate an email message with a PDF document attached and send it to your PostalMethods account where it will be sent as a postal letter.

If you are using QuickBooks Online Basic, please use this tutorial.

  1. Login to your QuickBooks Online account.
  2. Make sure your QuickBooks email address is one of your PostalMethods Allowed Email Senders addresses:
    • To view or change your QuickBooks email address click on Company on the top navigation bar, select Preferences and click on Email on the side navigation bar. Your email address is the Company email address. In case the next item, Customer email address, is active - this is the email address used to send your email messages from QuickBooks.
      QuickBooks Company Email Address for Sending Letters
    • To view or change your PostalMethods Allowed Email Senders email addresses, login to the PostalMethods Control Panel, click on User Settings on the top navigation bar, select Security and find the Allowed Email Senders table. If your QuickBooks email address appears as an allowed email sender - you are good to go.

      QuickBooks PostalMethods Allowed Senders for Sending Letters

  3. Click on Sales Form Delivery on the side navigation bar.
  4. In the Customize sales forms section, click on the Customize... button.

    QuickBooks Customize Sales Forms for Sending Letters

    1. In the Content - Header Information section, un-check Title.

      QuickBooks Header Information Title for Sending Letters

    2. In the Layout - Logo and Return Address section, select Print on blank paper and check I want to use window envelopes.

      QuickBooks Set Window Envelope for Sending Letters

    3. QuickBooks Online Plus allows using and editing templates to design what your letter will look like. The next section will help you select one of the default templates which fits best to PostalMethods. You may edit this template later on to customize it to your needs.

      In the Style - Standard Styles section, click on the Select Standard Style... button.

      QuickBooks Plus Change Template for Sending Letters

    4. From the Select Standard Style window, choose Black and White Modern style and click OK.
    5. At the bottom of the page click Save.
  5. Click again on Sales Form Delivery on the side navigation bar, then click on Email Attachments and check Email sales forms as attachments so that invoices will be attached as PDF documents.

    QuickBooks Set PDF Attachment for Sending Letters

  6. At the bottom of the page click Save.
  7. Either select an existing invoice or create a new one.
  8. Make sure the Bill To address does not contain more than 5 lines.
  9. Click Edit, provide this email address: send@letter.postalmethods.com, then click on Send... to send the email to PostalMethods.

    QuickBooks Setting Destination Email for Sending Letters

  10. The Invoice Status line will state whether the email was properly sent. You should be able to see your letter in the PostalMethods Control Panel Activity table.
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