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FAQs: Print and Mail from QuickBooks Online

Q. I used to use QuickBooks Billing Solutions to mail my invoices. Can I use DocuSend instead?

A. DocuSend is the perfect solution for mailing your customer invoices from any accounting software. For QuickBooks Desktop, print your invoice to PDF and upload to and we'll take it from there. If you are a QuickBooks Online user, just launch our DocuSend app from the Intuit app store.

Q. QuickBooks Billing Solutions used to mail my invoices with a remittance envelope. Can DocuSend do that?

A. Yes, you can select an optional remittance envelope and use it with either plain or perforated paper. Just check the addressee and remit to address placements using our handy measurement guide.

Q. Does DocuSend work with most invoice templates?

A. Yes, as long as your return address and mail to address are in the top left of the document. We also have a free invoice templates that works with QuickBooks and other accounting software. Use our QuickBooks template or use our measurement guide to create your own template.

Q. Is there a monthly service fee to use DocuSend like there was with QuickBooks Billing Solutions?

A. No, there are no added service fees, monthly minimums, programming charges or contracts to sign. DocuSend charges one all-inclusive rate that includes printing, folding, inserting and mailing with first class postage. You also get access to a dashboard on the DocuSend Portal for tracking of all your mail activity as well six months of document image access in the Image Bank for viewing, reprinting and distribution.

Q. How do I print to a PDF?

A. Printing to a PDF is really easy, but you first must download a PDF Print Driver. The PDF print driver will appear as an option in your print function. Just select Print to PDF, save the file as a PDF and then upload to DocuSend. Programs like Adobe Acrobat, CutePDF and doPDF are very reliable programs.

Q. How do I get my file from QuickBooks to upload to DocuSend?

A. For Desktop users, process your invoices and check "To be printed" for each invoice that needs to be sent. Save and close each invoice. When ready to "print" your invoices, go to the print function. Select File. Print Forms. Choose Invoices. Select all the invoices you want to upload to DocuSend. Print to PDF. Upload that PDF file to DocuSend and your invoices will be mailed by the next business day.

For QuickBooks Online users, prepare your invoices as normal. Launch the DocuSend app in the Intuit app store Select mail options. Review your listing of documents in your shopping cart. Pay via credit card or Pay Pal. DocuSend does the rest. It's that easy!


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