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. From the top navigation bar, hover over Company and select Preferences

    QuickBooks Online Plus - Company Preferences
  3. On the side navigation bar, click on Sales Form Delivery
  4. In the Customize sales forms section, click on the Customize... button

    QuickBooks Online Plus - Sales From Delivery - Customize

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

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

      QuickBooks Online Plus - Customize - use window envelope
    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 Online Plus - Customize - select standard style

    4. From the Select Standard Style window, choose Black and White Modern style and click OK

      QuickBooks Online Plus - Customize - modern template
    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 Online Plus - Email sales forms as attachments
  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. Under Delivery Information, click Edit and provide the following email address: send@letter.postalmethods.com, then click on Send... to send the email to PostalMethods

    QuickBooks Online Plus - Send invoice as email
  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 under Company Contact Info appearing 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 Online Plus - Company email address

  • 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.