QuickBooks Online Basic

You can send invoices to your customers directly from QuickBooks Online Basic. Use QuickBooks Online Basic 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 Plus, please use this tutorial.

  1. Login to your QuickBooks Online account.
  2. From the top navigation bar, hover over Company and select Preferences.
  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. 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.

An e-mail message containing the attached invoice is sent to PostalMethods. The address is extracted from the document; your invoice is printed, folded, inserted, stamped and delivered to the postal agency. You can see your letter being processed in the PostalMethods Control Panel Activity table.

Please Note

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

  • The email account you are using in order to send the email message to PostalMethods must be defined as an Allowed Email Sender in the PostalMethods Security Settings tab.
  • You can send letters via PostalMethods by using other applications, by using your favorite office application, by using our "Quick Send" web form or by using our advanced Web Services (for developers).
  • You can simulate sending letters for free in order to see how your resulting letter and envelope will look like. There is no charge for these tests. You can view your letters in the PostalMethods control panel. To simulate a letter simply include this string: /Development anywhere in the Subject line of your email and your letter will be simulated instead of being delivered to the postal service.