How do I update a customer billing address in QuickBooks Online?
- Click the Sales tab in the left menu
- Select “Customers”
- Choose the customer you need to update
- Click “Edit”
- Save your changes
How can I update the billing address on an invoice?
- Open “Sales” in the left menu
- Choose “Invoices”
- Locate the invoice you plan to mail
- Use the View/Edit option next to “Receive Payment”
- Adjust the billing address
- Click “Save”
Can I use DocuSend in QuickBooks Online to mail documents?
Yes. You can launch DocuSend directly from QuickBooks Online to retrieve invoices and send them through USPS. For QuickBooks Desktop, print invoices to PDF and upload them to DocuSend.biz. FreshBooks users can also use the DocuSend app available in the FreshBooks App Store.
How can I print and mail QuickBooks Online statements?
Batch all statements you want to mail from QuickBooks Online and upload them to DocuSend. Instructions for batching documents are available inside the QuickBooks Online app.
How am I billed for DocuSend? Through QuickBooks Online or separately?
Billing is processed within the DocuSend app using credit card or PayPal. DocuSend operates on a pay-as-you-go model with no extra fees.
Can I include a remittance envelope when mailing invoices through QuickBooks Online?
Yes. After launching DocuSend, select “Remittance Envelope” in the Job Specifications and enter the remittance address during order review.
Does DocuSend work with most invoice templates?
Yes. DocuSend provides free templates compatible with QuickBooks and many other accounting platforms.
When preparing invoices in QuickBooks, should I select print or email?
Select “Mail later.” DocuSend automatically separates emailed vs. mailed documents by detecting an email address on the first address line.
Is there a monthly service fee for QuickBooks Online users?
No. There are no contracts, minimums, or programming fees. DocuSend charges a single rate that includes printing, inserting, postage, NCOA, tracking, portal access, and six months of image archiving.
How do I print to a PDF?
Install a PDF print driver such as Adobe Acrobat, CutePDF, or doPDF. When printing, choose “Print to PDF,” save the file, and upload it to DocuSend.
How do I get my file from QuickBooks to upload to DocuSend?
For QuickBooks Desktop:
- Mark invoices as “To be printed”
- Go to File → Print Forms → Invoices
- Select the invoices needed
- Print to PDF and upload to DocuSend
For QuickBooks Online:
- Prepare your invoices
- Launch the DocuSend app from the Intuit App Store
- Select mailing options
- Review your cart and submit payment
- DocuSend handles printing and USPS mailing