Email invoices from quickbooks desktop.How to Retrieve and Review Emails Sent from QuickBooks Desktop

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

QuickBooks is an accounting software that has been around for decades. Many companies that began using it years ago still use it because starting over with a new software often means losing access to, or making it hard to access, legacy data.

In recent years many new competitors have entered the accounting software field. If you are just starting your business, or looking for something different, a quick online search will provide many different options. If you do use QuickBooks, one thing that makes communicating with clients more efficient is sending invoices and other documents to them directly within the QuickBooks software.

This post demonstrates how to configure an email account within QuickBooks desktop. Like most things, there is more than one way to accomplish the same task. For instance, when you need to send an invoice, quote, statement, or other document created in QuickBooks, you can accomplish this in one of two common ways:. Send the invoice directly from within QuickBooks assuming an email account is already configured in QuickBooks. Create a pdf of the file, save it locally, then attach it in an email.

Both ways are equally effective, they are simply different. Often times we do things the way we have always done them, or the way we know how, and end up missing a more efficient way of doing the same task. Sending directly from within QuickBooks is faster as long as you know how to configure an email to work in QuickBooks. In addition to being available within the application so you do not have to switch between apps, you can use the existing template or update the body of the message to meet your needs so you don’t have to repeatedly type the same information.

From within QuickBooks, click on “Edit” in the top menu bar and select “Preferences” at the bottom. In the Preferences pop-up, click on “Send Forms” in the left panel. Click on the “My Preferences” tab if it is not the active tab. On the My Preferences tab, click the “Add” button to configure a new email account. Select the appropriate email provider in the drop down box. The most commonly used secure port is , but could also be NOTE: The settings in this box differ based on the email provider chosen.

Some selections require your Intuit account, which was implemented in newer updates. When all settings have been set, click the “OK” button. NOTE: You may notice there is no place to enter your password when adding the email account. This probably seems odd, but don’t worry, you will be prompted for the account password when you initiate emailing your first document within QuickBooks.

Once you have successfully entered the correct password, you will not be prompted for it again unless the email password is changed. Once the email has been added in preferences, you can send your first document from within QuickBooks. Open an invoice or other document in QuickBooks. At the top of the document, click on “Email” in the Main menu ribbon. If you have not entered an email address for that customer, you will be prompted to enter their email address.

In the preview of the email, change any information in the subject or body of the email as desired. Click “Send” to send the email. When you click send for the first time, you will be prompted to enter the password for the email account. Be sure to enter the password that goes with the email account you added. In other words, the password you would use if you were logging into that email account, not QuickBooks. Click “OK” and the email will send if the password is correct.

If the password is incorrect, you will be prompted to type it again. NOTE: If you are using a Gmail account, you may have to go to your email settings in Gmail and enable the “allow less secure apps” feature so Gmail will allow QuickBooks to send email through that account.

It is possible that you have several people creating items in QuickBooks and want them each to be able to send documents with their own or a department email account. Luckily, you can add additional email accounts and choose which one to send from when sending documents through QuickBooks.

Click on “Send Forms” in the left panel. Add additional email accounts as appropriate using the same process demonstrated above. You will be prompted to set each new email address as the default when you click OK. Select yes or no as appropriate. Open a customer invoice, quote or other item you want to send. Click on “Email” in the Main menu ribbon. In the preview window, click the arrow in the From field to access all available email addresses. Select the appropriate email account for that email.

Click the “Send” button. Sending documents as attachments from within QuickBooks, rather than creating pdf documents and attaching them to emails, saves time.

If you have different types of documents being emailed to customers such as invoices, estimates, statements and more, you may want to add multiple email accounts so each type can be sent from different users or department accounts. Once all email accounts are added, simply choose the appropriate one from the drop-down list when sending documents to customers. As always, sometimes there can be so many built-in options it is easy to overlook the ones that save time!

For instance, when you need to send an invoice, quote, statement, or other document created in QuickBooks, you can accomplish this in one of two common ways: Send the invoice directly from within QuickBooks assuming an email account is already configured in QuickBooks. How to configure an email account within QuickBooks From within QuickBooks, click on “Edit” in the top menu bar and select “Preferences” at the bottom.

To access the preferences, open the Edit menu. Open the Send Forms section to access the email settings. Click the Add button at the bottom of the My Preferences section to configure a new email. Enter the necessary information into the email info box then click the OK button. Once you have saved the account, it is listed in the My Preferences tab. Sending a document from within QuickBooks Once the email has been added in preferences, you can send your first document from within QuickBooks.

In the email preview window you can modify the subject and body of the email or just click Send. Adding additional email addresses It is possible that you have several people creating items in QuickBooks and want them each to be able to send documents with their own or a department email account.

Once additional emails have been configured, they will appear in the email ids list. Sending documents from different email addresses Open a customer invoice, quote or other item you want to send.

Once multiple email addresses are added in the Preferences, you can choose which one to send from when sending emails directly from within QuickBooks. Sign up for more like this.

Enter your email.

 
 

 

Email won’t send invoices.

 

Go to Solution. View solution in original post. I can see that you’ve been through a lot already. I appreciate you for bringing your concern about sending emails in QuickBooks to our attention. Since you’ve done all the troubleshooting steps already. I’ll just be sharing some of it to help you fix this. But If you’ve gone through all the steps mentioned below, I’d recommend contacting us for further help. First, we want to make sure your QuickBooks Desktop software is in its latest release.

QuickBooks periodically provides maintenance release and product software updates to fix emailing concerns, add features and enhancements, and update compliance information. If you’re getting an incorrect password error message, please follow the detailed steps in this article to resolve this: QuickBooks Will Not Accept my WebMail Password.

Then, let’s set up your email service in QuickBooks Desktop and try to send an email again. Here’s how you can reach them: 1. On the Contact Us page, make sure that your QuickBooks product is selected at the top right corner. Select a topic. Click on the Chat button. I changed the style of the default invoice template and used a different font. Once I changed the font back to times new roman, it was able to print again.

Mail security app feature, abottomlineco. I have here a detailed guide article that you can read through. These steps are applicable if you are using Gmail or Yahoo! You’ll also want to check this article if you have not set up email service. Once done, try to send an email again. Hi, I am having this problem. What did you have to do to get it work?

What app did ou turn on in security? QuickBooks will not accept my web mail password. The steps are only applicable if you’re using Yahoo! Mail or Gmail as your email provider. You can also check this article if you haven’t Set up email service yet. I have done all of the above I am not able to email invoices with our “business” email through yahoo!

I can with my personal email address! Let me help you sort this out, Annette – Cascoat. A specialist will look up your account and further assist you via a secured remote access session.

Feel free to leave a post below if you have other questions about sending sales forms in QuickBooks. I’m always here to help. I can’t email now. It was working fine and now I can’t.

I didnt change any programs or setting it just says outlook cant communicate. I appreciate the screenshot you’ve provided, JessiG. There are several reasons why you’re QuickBooks is not responding while sending an email.

Let’s perform some troubleshooting steps to fix this error. For more detailed instructions, you may refer to this article: QuickBooks is unable to send your emails to Outlook. A specialist will be able to further check on the root cause of your concern via a secured remote access session. I’m running into the same problem – QB Pro Desktop does not accept my webmail password. First, ensure that your email service is set up correctly to QuickBooks.

For further details, you can check this article: Set up email service. If you’re getting the same problem, I suggest following the steps provided above or the steps laid out in this article to resolve the problem: QuickBooks won’t accept my web mail password.

However, if the problem continues, I recommend getting in touch with our Support Team. This way, they’ll be able to check and investigate this further securely. If you have any other QuickBooks concerns in the future, you can also read our help articles: Help articles for QuickBooks Desktop.

Keep posted if you have any other questions about emailing transactions from QBDT. I’m just here available to help! Not sure if I mentioned this I can email through QuickBooks with my personal email.

Since you mentioned that you’re able to send out emails using your personal email address but not your business email, I suggest you contact the service provider for your business email to see if there’s any setting that needs to be enabled. Drop me a comment below in case you have any other questions in mind.

I’ll make sure to get back to you. I have this exact same issue with 2 of my QuickBooks installs. QuickBooks Support, can you please answer this poster’s question and provide detailed steps to address and correct this issue?

Resolve QuickBooks Desktop performance issues: Manage your data file. Just clicking on that setting causes QuickBooks to hang and become completely unresponsive. The enduser then has to force close QuickBooks via Windows Taskmanager. In addition to hanging when accessing this setting, the application also does the same thing when sending the first email invoice, estimate or receipt of the day.

After force-closing and reopening the application, emails will send normally, but accessing the Send Forms setting still causes random hangs after the force-close and reopen of the application. The application also randomly becomes unresponsive while the user is performing other tasks, and has only recently started happening.

These hangs appear to coincide with the installation of the latest maintenance release, but I cannot absolutely confirm that is the source of the behavior.

Also, I’m not sure if this has any impact on the issue but I thought I would at least mention it. The network share path and QuickBooks files contain no whitespace and are fully accessible to the workstations and Windows user accounts experiencing the issue.

I am a seasoned IT consultant, and have already performed numerous steps to correct the errors on both workstations experiencing the issues. The operating system and all installed applications are the latest versions with all applicable updates installed. All user accounts are local administrators and QuickBooks is not being forced to run as an administrator.

Only minor image inconsistencies were found and repaired on both workstations. Performed a full online repair of Office Business. Emails send correctly via all installed Office apps that have the capability to do so. Clean uninstall via the QuickBooks clean install utility and fresh installation of QuickBooks Desktop.

Scan and repair of the company file via QuickBooks File Doctor. Only minor inconsistencies found in the file.

Deleted and recreated the network share, set appropriate share and user permissions. Verified QuickBooks Server Manager is functioning normally. Created a new QuickBooks user account for one of the users with the issue.

The other user is Admin, so no way to create a new account at least nothing that is published by Intuit for public consumption.

Which raises another question; How do I correct user issues with Admin if I cannot delete and recreate the account? However, I’ll save that question for another time, unless it is pertinent to the current issue. Please let me know as soon as possible what our next steps are to resolve these issues as they are adversely impacting daily operations of the business. We appreciate your effort in following the recommended troubleshooting steps to fix QuickBooks Desktop errors. We would suggest contacting our support team so they can escalate this issue to our engineers.

Have done everything to try and cure this problem. Doesn’t just not email, continuously locks computer requiring restart. By clicking “Continue”, you will leave the community and be taken to that site instead. Enter a search word. Turn off suggestions. Enter a user name or rank. Turn on suggestions. Showing results for. Search instead for. Did you mean:. Connect with and learn from others in the QuickBooks Community. Join now.

 
 

Email invoices from quickbooks desktop. Step by Step Guide to Using QuickBooks

 
 
Select the checkbox for each form you want to send. Select the Combine forms to a recipient in one email checkbox.