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M
MC120
April 10, 2025
Question

Emailing Forms - How to add email using Outlook NOT Web Mail

  • April 10, 2025
  • 1 reply
  • 0 views

We use QuickBooks Desktop Enterprise Premier Plus Edition 2024 Multi-user

We use Outlook to send forms - We DO NOT use Web Mail

We send batch invoices to customers (send forms). How do I add an email to the drop-down menu for the "From" email address?

The only instructions I can find are for Web Mail - Edit > Preferences > Send Forms > (and then there is only an option to add email address to the Web Mail e-mail client)

We have three users. Our Accounts Receivable has to manually type her return email address every time she sends batch invoices. We see a drop-down list that only lists the email address for the owner of the Intuit account.

 

1 reply

G
GebelAlainaM
April 10, 2025

Let's figure out why Outlook is missing one option to send an email, @MC120.

 

The following reasons why you're unable to see the Outlooks:

 

  • You're using a QuickBooks version that doesn't support Outlook.
  • There's an issue with Outlook installation.
  • Your profile is not set up in Microsoft Outlook.
  • Outlook is not the default email program.
  • Your QuickBooks is hosted on the Cloud, and your service provider doesn't have Office installed as a hosted application.

 

To fix this, let's start by verifying that QuickBooks supports your Outlook and ensuring you are using the latest version  of QuickBooks.

 

  1. Check if you're using Outlook 2013 and earlier versions or if you're using the newer version.
  2. Check the compatible version of your Outlook based on your QuickBooks Desktop.

 

If everything is verified and the option to add Outlook is still unavailable, you can proceed with  Solutions 2 to 7 in this article: Fix Outlook is missing in send forms preferences.

 

Once the option is visible, you can set up Outlook email  to send transactions like batch invoices.

 

I'm also attaching this article for future reference in managing sales forms in QuickBooks: Email sales forms, invoices, and statements in QuickBooks Desktop.

 

Feel free to post a reply for clarification on managing email in QuickBooks.

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