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G
Gord3
March 6, 2024
Question

setting up email with QuickBooks Desktop using outlook

  • March 6, 2024
  • 1 reply
  • 0 views

QuickBooks won't allow me to send invoices via email.  I have selected outlook as the preferred method but it keeps coming up with close any open outlook windows.  It won't send with or without outlook open or closed

1 reply

J
JamesM4
March 6, 2024

Hello Gord3,

 

Thanks for reaching out to us here. It’s important you’re able to send emails using QuickBooks without running into issues. Don’t worry, I’ll be happy to point you in the right direction so you can navigate the program with ease.

 

Could I have you toggle the settings using the steps below:

 

  1. Select the Edit menu and then Preferences.
  2. Select Send Forms. Then go to the My Preferences tab.
  3. Select QuickBooks E-mail or Webmail, and then OK. This toggles your preference off.
  4. Repeat the steps. Go back to the My Preferences tab and select Outlook. Then select OK.
  5. Close QuickBooks and all other open programs.
  6. Restart your computer.

I encourage to try this out and if you’re still having issues after restarting your computer, feel free to reach back to me here. I‘m here to steer you in the right direction.

G
Gord3Author
March 6, 2024

I did your procedure and was able to go into the send forms and see 5 emails waiting to send.  I pressed send now and they went.  I then tried to send another invoice and the same error message came up saying to cannot send email and close all open outlook windows.  Did that and again will not send.  The new email is shown in the send forms section but will not send again.

J
JamesM4
March 6, 2024

Thanks for trying that. At this point, I recommend getting in touch with our phone support team so a specialist can assist you further with this. You can reach out to our support team by dialing 1-833-317-2226. To find out more about our hours and other contact methods, please follow this link here: Intuit QuickBooks Desktop software support policies. Let me know how you make out. I'll be one message away in case you need anything else.

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