DocuSend for QuickBooks Online Users

Mail from your QuickBooks Online app

There are two ways to mail with DocuSend from your QuickBooks Online app

• 1. Launch and mail invoices directly from QuickBooks Online
• PDF Guide. See instructions about how to mail directly QuickBooks Online app
• 2. Batch invoices or statements from QuickBooks Online and upload them to DocuSend page

DocuSend Benefits

• Print and mail easily: DocuSend automatically aligns your mailing address and optional remit-to address to fit perfectly in the envelope.
• Save time and money: our users are constantly commenting on how fast DocuSend is.
• Delivery time: it takes a couple of minutes to upload your file, and your documents are mailed by the next business day.
• First-class postage, no contracts, no minimum quantity, and no setup fees
• Free access to your personalized management dashboard reports

How to mail invoices directly from QuickBooks Online

• Sign in to 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 “Launch.”
• DocuSend will connect with your QBO account.
• Upload your company logo if you wish (1. browse your logo and 2. click upload).
• Select the date range, template and filter the invoices you want to mail.
• Your unpaid invoices are being loaded.
• 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.

Download QuickBooks statements and invoices and upload them to DocuSend

• Go to Sales from the left menu.
• Batch print your invoices, statements or estimates.
• 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.
• Once the PDF document is generated, you can download the file and save the file to your drive.