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pennywise77
December 20, 2023
Question

Emailing from Quickbooks online

  • December 20, 2023
  • 1 reply
  • 0 views

I just migrated from QB Desktop for my bookkeeping firm, had a horrible migration. Now I can't email invoices to my clients through QBO. I get a delivery message. I tried also to email a reminder and I get a message that says. "You can't send emails with your subscription. To send an email through Quickbooks, you can subscribe to Quickbooks Practice Management or purchase an Intuit professional Tax Solution"

WHY!! Would I not be able to carry out the simple function of sending invoices to my clients?? This is very frustrating. I've had a ticket in for a month now and whenever I call in to get an update, support can't help me. They have no information. How do we get this resolved and has anyone else experienced this problem?

    1 reply

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    JuliaMikkaelaQ
    December 20, 2023

    This is not the service we want you to experience with QuickBooks, @pennywise77. I'll be here to share a workaround so you can email your invoices and other reminders successfully.

     

    Since you received a delivery message while sending the invoices, you can start by reviewing the billing subscription of your account to see if it's active. Follow the steps below for your reference:

     

    1. Go to the Gear icon, then select Subscriptions and Billing.
    2. Review the information on your subscription.

     

    If your account is active, you can proceed to troubleshoot your browser. It might be due to cache-induced browsers that can affect the program's performance and hinder you from sending invoices to your clients. You can access your account using an incognito or private browser and check if the problem persists. You can follow the shortcut keys below:

     

    • Google Chrome: Ctrl + Shift + N
    • Mozilla Firefox: Ctrl + Shift + P
    • Microsoft Edge: Ctrl + Shift + P
    • Safari: Command + Shift + N

     

    If you can already send the emails successfully, you can clear your browser's cache to remove and fix your browser and start a clean slate. 

     

    On the other hand, if the issue persists, I recommend contacting our Support team to review your profile and pull up your account securely to isolate the cause of this issue. You can also follow up on the pending ticket you mentioned and provide you an update on it.

     

    Furthermore, I'll attach this article for future reference to manage your invoices and other sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

     

    You can always come back to this thread if you have other questions about managing your invoices or have any inquiries with QuickBooks. The Community is here to help you.

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    pennywise77Author
    December 20, 2023

    There is nothing under subscriptions. This QBO file is for an bookkeeping firm and was told it was free. It is however asking me to put in debit or credit card info. Will this make the difference if I put this information in, and if so will it charge me a subscription fee?

    S
    SheandL
    December 20, 2023

    Welcome to the Community, @pennywise77.

     

    If you have active clients in your QuickBooks account, you can use QuickBooks for Accountants for free. QBOA won't charge you anything even if you provide them with your credit or debit card details when subscribing to the service. The information will only serve for billings and subscription.

     

    You can also contact our customer support team to check your accounts to see if the clients' information is attached correctly to the QBOA firm. To do so, here's how: 

     

    1. Sign in with your QuickBooks Online company.
    2. In the upper right corner, click on the Help icon.
    3. Select Search, then click Contact Us.
    4. Write your issue or concern and Continue.
    5. Select what support you would like to contact.

     

    If you want to manage your users in QuickBooks Online, you can visit this article for more information: Add and manage users in QuickBooks Online.

     

    Feel free to contact us if you have other questions about why QBOA needs your card details. The Community space is always here to assist you.

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