Skip to main content
E
EH in CT
May 10, 2023
Question

New Outlook (May 2023) - incompatible with QB Desktop

  • May 10, 2023
  • 6 replies
  • 0 views

I was excited to start using the new Outlook (May 2023), which looks and feels more like Gmail (very visual).  The Outlook e-mail connector with QB has always been limited and frustrating, so I was hopeful that we'd get improvements with the new version, but I quickly discovered that the new Outlook is currently incompatible with QBD.  It will not allow e-mails out of QBD with the new Outlook version turned on and e-mailing directly out of QBD is the only thing that gives the payment button to our customers.  Otherwise, I have to save the Invoice as a PDF and then send it through Outlook itself.

Yes, I had our IT department run a fix, but unfortunately, it didn't work.  I was then advised that I should revert back to the old Outlook for now and wait a month or two to try it again or be on the lookout for updates.

Has anyone else had this experience yet or found a solution?

  

6 replies

MJoy_D
MJoy_D
May 10, 2023

It's not the kind of experience we want you to have, @EH in CT.

 

Let's resolve the error you're having when trying to send invoices through the new outlook.

 

We recently have an issue when trying to send your sales forms to your customers like invoices in QuickBooks Desktop (QBDT). However, it was already resolved. 

 

Since you're still encountering this error with your invoices, I suggest reaching out to our Customer Support team. They can check your account in a secure environment and help you resolve it. 

 

Follow the steps below on how to reach them:

 

  1. From your QuickBooks Desktop account, click the Help menu at the top.
  2. Select QuickBooks Desktop Help.
  3. Provide some information about this concern in the search box.
  4. Click the Contact Us link at the bottom of the window.
  5. You'll now be provided with a few support options.
  6. Select Get a call to arrange a callback from a support agent. Or Start a chat to chat with them directly.

 

You can check this article for more information about the different types of support we offer and their availability: Contact QuickBooks Desktop support.

 

In the meantime, I suggest using a webmail (Gmail, Yahoo Email, Windows Mail, Hotmail, and AOL) when sending your emails. Here's detailed guidance on setting up your preferences: Connect your email to QuickBooks Desktop. 

 

Let me know if you need further help about sending your invoices or other sales forms from QuickBooks Desktop. I'm always here to help. Have a great rest of the day!

E
EH in CTAuthor
May 10, 2023

Thanks, @MJoy_D.  I tried the online chat and did so with two agents.  They suggested that it was an Outlook problem and not a QBD problem.  The thing is I'm able to e-mail in and out of the new Outlook just fine.  It's when I try to e-mail from within QB that it will not work with the new Outlook.

As advised, they tried the fix/patch and I rebooted my computer and the connector stiil will not work.

I'll have to continue to use the old Outlook when using QB until a solution is available.

D
DanSchwartz
June 4, 2023

It's not just you.  And I doubt it's just you and me, either. It's in an incompatibility that I'm sure they'll never fix, but will be happy to give roundabout non-solutions that don't even address the problem.  I'm kind of glad they've jacked the prices sky-high this year.  It will make it easier to finally leave, since the price differential is practically gone now.... 

    W
    WesterFence
    October 2, 2023

    just checking since it's been awhile, is the new Outlook still not compatible with Quickbooks?

    M
    Maybelle_S
    October 3, 2023

    Thank you for joining the conversation, WesterFence.

     

    Upon checking our records, we haven't received any reported cases of a new outlook that is incompatible with QuickBooks Desktop (QBDT). If you see an error message "QuickBooks is unable to send your email to Outlook," this is usually just a settings issue.

     

    We should modify your administrative privileges and verify that QuickBooks is not configured to run automatically with the administrator.

     

    Here's how:

     

    1. Close QuickBooks Desktop.
    2. Open the Windows Start menu.
    3. Type "QuickBooks" into the search. Then right-click the QuickBooks icon and select Open file location.
    4. In the folder, right-click the QuickBooks.exe file and select Properties.
    5. Click the Compatibility tab.
    6. Select to uncheck the Run this program as Administrator option. If the option is grayed out, click Show Settings for All Users. This makes the option available.
    7. Hit Apply and then OK.

     

    Launch QuickBooks and proceed to send a test email or transaction. If you encounter any errors, proceed to Step 2 in this article: How to fix "Error: QuickBooks is unable to send your email to Outlook."

     

    I also recommend referring to these articles to understand the optimal computer requirements for the best experience:

     

     

    Please know that I'm always here if you have other questions about the new outlook. I wish you and your business continued success.

    E
    EH in CTAuthor
    October 3, 2023

    @Maybelle_S,

     

    The top of this thread dated 05/10/2023 was me reporting that QB Desktop was incompatible with the newest version of Outlook.

     

    I'll have our IT people try your suggestion regarding the settings, as I just tried the new Outlook again after @WesterFence inquiry yesterday. It still wasn't working when I tried it today, so I'm missing out on a lot of great feature improvements in Outlook until I can get the incompatibility issue resolved.

    P
    PWM123
    November 14, 2023

    I am having the same problem, your support team says its a problem with outlook and microsoft says its a problem with quick books

     

    L
    ldimadttia
    December 28, 2023

    Any updates to this?  I am having the same issue as everyone else and this is an issue only when trying to send any sort of document from Quickbooks.  It shows as a draft in my email that has no option to send it unless I revert back to the old Outlook.  There is definitely a configuration issue going on in my opinion and come 2024 we won't be able to use the oud outlook.  If this isn't resolved by Quickbooks by then I will have no choice but to find a new program for my buisness.

    C
    CMF
    January 18, 2024

    Hi,

    What I get from New Outlook is that it doesn't handle .pst file extensions like the old outlook, and I got the message 'Outlook data files .pst are not available for preview in New Outlook'. When I looked on Microsoft community it was saying .pst files aren't handled anymore.

    G
    gwynnMVP
    March 25, 2024

    I have had this same issue trying to email estimates, invoices, payment receipts, etc through QB Desktop!  It is infuriating.  None of the steps they say to take helps the situation.  We have used QB for over 20 years and have no desire to switch to QB Online - especially due to the negative reviews.  Intuit takes away the Scan Manager Feature and now will not allow the desktop version to be compatible with Outllook - yet they want to increase the annual fees for QB Desktop and QB Payroll.  This company used to be great but now they are pathetic.  

    E
    EH in CTAuthor
    March 26, 2024

    The other thing that is bad about the e-mail features is that you only get one template per type (example an Invoice memo).  And templates within the old version of Outlook have now disappeared, so you can't store alternate memo's there.  And composing a message in QB jams your Outlook so you could only use those templates if you copied them before you started your message in QB and paste it in there and then hope that it doesn't mess up the message box.  And forget trying to add your signature if you're editing if it wasn't there before.

     

    Yes, I could e-mail my invoices directly out of Outlook, but I would then have to save the file as a PDF manually instead of having the automatic attachment, lose the trail that automatically records sent items in QB, and I'd also lose the payment link that some of our customers rely on. 

     

    Wait...the failing of the Scan Manager was on purpose?  I thought it quit working because my printer was old.  I have to scan any documents that we get in the mail and then save and drag the file into QB because I can no longer scan directly in QB.

    S
    selliott1234
    May 29, 2025

    Please fix this. Every time I forget and try and send an email it locks up my quicjkbooks and then I have to restart everything. It just seems so crazy that something so small cant be fixed. I am very frustrated. This is not a new problem it has been going on for some time now. 

     

      C
      ClaireSamanthaS
      May 30, 2025

      We suggest following the troubleshooting steps provided by my colleague above first as a workaround to help you resolve your query, selliott.

       

      If the issue persists, we recommend contacting our Customer Phone Support team for assistance. They can direct your problem to the right department if it's more serious or requires advanced support.

       

      Here is how you can contact:

       

      1. Go to Help and choose the Search tab.
      2. In the search field, type in contact support.
      3. Click the Contact Us button.
      4. Select between the methods to connect with our support.
      5. Follow the on-screen steps based on your choice.

       

      You can also use this article to learn how to repair and fix data damage in QuickBooks, which will help you identify potential data issues.

       

      We'll be around if you have further concerns or questions about any QuickBooks-related concerns, and we will be right here to offer assistance.

      Terms & ConditionsAccessibility statement