QuickBooks 2005: The Missing Manual

Sending Sales Forms

QuickBooks handles the two basic ways you distribute your invoices and other sales forms: on paper and electronically. But within those two distribution camps, you can choose to send your forms as soon as you've completed them or place them in a queue to send in batches. For the sporadic sales forms, it's easier to print or email as you go. But when you generate dozens or even hundreds of invoices or statements, printing and emailing batches is a much better use of your time.

Tip

If you want to make sure that you don't forget to send your sales forms, create reminders (see page 146) for invoices, credit memos, and sales receipts that are queued up to print.

Setting Print Options

Many of the printer options in the Printer setup dialog box are the same as options you can set within your operating system, as you'll see in Figure 8-22. To assign and set up printers for forms in QuickBooks, choose File→Printer Setup.

• Printer name. QuickBooks automatically chooses the printer you set up as the standard for the form you're printing (see the"Setting a Default Printer for Forms" box below). If you want to choose a different printer, for instance, when you switch between printing paper documents and creating Adobe .pdf files, in the Printer name drop-down list, choose the printer you want.

• Options. If you want to adjust the properties for the printer you chose, click Options. Depending on the type of printer, in the printer Document Properties dialog box, you can change ...