DocuSend® for QuickBooks Online Users: Printing and Mailing Your Invoices Has Never Been Easier.
Many of our DocuSend customers are QuickBooks Online users. It's super easy to use DocuSend with QuickBooks Online, and with pricing starting at just $0.83 for a one-page document, including first class postage, you won't find a more cost-effective and easy-to-use service for getting your invoices in the mail. It’s faster than buying a stamp!
This new DocuSend app is much more advanced than any QuickBooks billing app available, including our own previous app! You'll experience even faster response, all while staying in the QuickBooks Online environment.
How to mail invoices directly from QuickBooks Online
- Sign in your QuickBooks account.
- Select from the left-menu bar the option “Apps.”
- In Find Apps type DocuSend or if this is already chosen click My Apps.
- In My Apps click over the button “Action” and it will display a dropdown menu. Select “Launch.”
- DocuSend will connect with your QBO account.
- Upload your company logo if you wish (1. browse your logo and 2. click upload).
- In Document type select “Invoice”.
- Select the date range and filter the invoices you want to mail.
- Select the desired template (Airyclassic, Fresh, Friendly, or Modern).
- Your unpaid invoices are being loaded.
- Once loaded, you can now retrieve your order, see the number of documents and cost.
- Select paper type, optional remittance envelope and ink color, and pricing will update.
- Uncheck invoices you don't want to mail.
- When ready, add your job to the shopping cart, enter payment information and you're done.
Invoices are mailed by the next business day. Super quick and easy, and certainly faster than buying a stamp.
Mail Certified Documents Direclty from QBO
Mailing QBO Statements
If you want to mail QBO statements instead of launching the app, follow the directions below.
- 1. Batch print your invoices, statements or estimates
- Filter is located in Sales (left side menu bar).
- Choose under status Open, Overdue, Paid or All statuses.
- Select date range.
- Once you have set the filters, click the “Apply” button.
- Select invoices to mail and then click the “Batch actions” button, then select Print transactions.
- 2. Once the PDF document is generated, you can download the file and save the file to your drive.
- 3. Upload the file to DocuSend using the “Upload PDF Files” button in the DocuSend App.
- Current users, just log in at the top right side of the screen with your user name and password, and then upload the PDF file. Review, approve, and pay by credit card or PayPal. Note: If you forgot your password, click on the option “Forgot Password?”
- New users, choose to include or omit a remittance envelope. Upload your pre-addressed PDF file to our secure site. Then review, approve, and pay by credit card or PayPal.
- Select options such as perforated paper, color printing and/or a generic PDF insert. Other enhancements include certified, foreign, and oversize mail.
New Print-to-Mail QuickBooks Invoice Solution
DocuSend automatically aligns your mailing address and optional remit-to address to fit perfectly in the envelope. You can even review individual documents if desired. Our users are constantly commenting on how fast DocuSend is. It takes a couple of minutes to upload your file, and your documents are mailed by the next business day. We have no minimums, set up fees or contracts, and it's simple to use.
