Online Mailing Frequently Asked Questions

QuickBooks Online

  • Click on the Sales tab in the left menu
  • Choose "Customers"
  • Select the customer you need to update the address of
  • Choose Edit
  • Save changes

Read More at QuickBooks Community

  • Select "Sales" from the left main menu
  • Then choose "Invoices"
  • Search for the invoices that you want to mail
  • Next to the receipt payment, select the View/Edit option from the drop-down menu
  • Review and fix the billing address if necessary
  • Click "Save"
Yes, DocuSend is the perfect solution for mailing your customer invoices from any accounting software. You can launch the DocuSend app from QuickBooks Online to connect and mail all your invoices. For QuickBooks Desktop, print your invoice to PDF and upload to www.docusend.biz and we'll take it from there. If you are a QuickBooks Online user, just launch our DocuSend app from the Intuit app store. https://apps.intuit.com/app-b7ruc3wgxt. Or if you’re a FreshBooks user, we have an app in the FreshBooks app store too https://appstore.freshbooks.com/details/docusend
DocuSend makes mailing super easy! Batch all files you need to send via US mail from QBO and upload to DocuSend. See instructions about how to batch documents in the QuickBooks Online app.
DocuSend is a pay-as-you-go service. After you upload your file, you'll be prompted to enter your credit card or PayPal info.
Yes, you can select an optional remittance envelope and use it with either plain or perforated paper. Once you connect to the DocuSend app from QuickBooks online, you can select in the Job Specifications options to include “Remittance Envelope”; then you can type and review the remittance address in the Review your order section.
We have free invoice templates that works with QuickBooks and other accounting software. Use our QuickBooks Online templates.
Check the box to mail later. All your documents, whether they are to be mailed or emailed, will then be in one file. DocuSend will separate out your emailed and physically mailed documents by looking for the email address on the first line of the Mail To address.
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 all your mail activity as well six months of document image access in the Image Bank for viewing, reprinting and distribution.
For QuickBooks 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 within the next two business days. 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 PayPal. DocuSend does the rest. It's that easy!