Solved

Unable to send invoice by email

Forum|Forum|7 years ago
April 1, 2019
8 replies
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QB 2016 Desktop PRO

Windows 10*

Office 365 installed on desktop (not using online version)*

*New computer, so these two items are new

When attempting to send an invoice via email, I get an error box: "Incorrect credentials or Gmail settings" with options to re-enter password, email address, OK or cancel.

Have made sure that Outlooks is my default email in Internet Explorer, QuickBooks, and Windows 10.

When I go to Preferences ->Send Forms I currently have selected "Web Mail providers" - we use Outlook 365/Outlook Exchange through Comcast. This has worked until this recent upgrade. If I try to chose Outlook as my mail program, I get the message "Install Outlook Client on your system to select this option".

Outlook, by itself, works fine. If I try to send a pdf from Word via email, that works fine. So I know the problem is not with Office 365.

QuickBooks Desktop

Best answer by agrozier

contacted Comcast for a little help too and solved the problem:

Selected WEBMAIL (not Outlook/Outlook Express option)

Correct SMTP setting for Comcast is: smtp.office365.com Port: 587

Rose-A

Good to see you here in the Community, agrozier.

Let me lend a helping hand with sending invoices via email in QuickBooks Desktop.

There are a few possible reasons why this is happening:

The email preference being set incorrectly.
A damaged QuickBooks installation.
Domain admin was blocked.
Account security settings from your email provider.

To better isolate the issue, as an initial step, let's make sure your QuickBooks Desktop software is in its latest release. Once done, you can check the web mail's settings in the preferences.

Here's how:

At the top menu bar, click Edit.
Choose Preferences.
Click Send Forms on the left panel.
Under My Preferences tab, select the email account you're using.
Click Edit.
Mark the SSL box, or just select Default.
In the Server Name field, make sure the server name matches your email provider's settings.

You can check out these recommended articles for more details:

Should you need more help with sending invoices via email, please let me know. I'm more than willing to lend a hand.

A

agrozierAuthor

I have verified that QB is the latest release.

Webmail settings: I have checked off Webmail. We use comcast for email provider. Have verified that settings are correct. This is the setting we were using before this recent hardware/operating system upgrade and it worked fine.

Oddly enough, Comcast uses Outlook. So instead of using the Webmail option, I try to use Outlook/Outlook Express option. However, as I said initially, it brings up an error box that says "Install Outlook Client on your system to use this option". Outlook IS installed on my system and is working fine by itself. How would I separately install an "OUTLOOK CLIENT" that QB can see??

A

agrozierAuthorAnswer

contacted Comcast for a little help too and solved the problem:

Selected WEBMAIL (not Outlook/Outlook Express option)

Correct SMTP setting for Comcast is: smtp.office365.com Port: 587

B

BStaud

Today I learned from Level2 Support that the error "Outlook not installed" "Install Outlook client on your system to select this option", even when Outlook is sitting in plain view, can happen if the Outlook is not "installed locally (from a CD/DVD)". If the Outlook is web-installed, "sometimes" QuickBooks will not recognize it. In that event, configure the sender(s) email address and password with the third option "Add".

L

LaSw

For the past few days it has not been possible to send forms from QuickBooks. I use a gmail account that is correctly stored in QuickBooks and I have been sending reports and invoices from QuickBooks for years - except when it needs to be adjusted again like here!

Error Message:

Sign in with Google temporarily disabled for this app

This app has not been verified yet by Google in order to use Google Sign In.

Hopefully QuickBooks will get in touch with Google/Gmail and get it approved again!

Thank you

J

JonpriL

Hello @LaSw,

Currently, we have an on-going issue where users, like you, received the error message saying "Sign in with Google temporarily disabled for this app. This app has not been verified yet by Google in order to use Google Sign In" when sending your transactions.

Rest assured that we have already informed our product engineers and they're working to fix this as soon as possible.

If you haven't yet, you may need to perform some troubleshooting steps so you can get back on track in sending your transactions. You can read this article to do so: Fix Webmail Password Issues in QuickBooks Desktop.

In addition, I'd recommend contacting our Customer Care Support. This way, you'll be added to the list of affected users. To do so:

Go to Help.
Select QuickBooks Desktop Help.
Enter Unable to Send Transaction in the Tell us more about your question: field.
Click Search.
Select Message Us.

Once you've been added to the list, you'll receive all available updates about this issue through your email.

In case you need some related articles in managing your transactions, you can visit our Income and Expenses page for reference.

We appreciate your patience while we're working on this. Please let me know in the comments section down below if you have any other concerns.

S

SoftwareTeacher

HOW COULD YOU MARK THIS SOLVED? This is not been solved!

K

kinsey1615

They are making you upgrade to the newest version. I don't understand how that is even legal! Apparently you can only use a version for so long, then with a newer version some things don't work so you "have to update Quickbooks". Good way to get another $200. or more dollars from you. What would happen if your car stopped running after 4 years, and they said you need a new one now to be able to drive? Or your cell phone stopped working, or any other software? Seriously, How this this legal. Someone needs to ask a friend of theirs who's an attorney about this!!!

E

Eugene D

************** SOLVED ***********************

I dont normally post my findings on message boards, but I thought I might help everyone who is battling with this issue.

I found the problem and the solution, the send forms dialog box uses SMTP AUTH a method for authenticating that is insecure and not enabled in Office 365, most applications use MODERN AUTH and thats where the whole problem lies.

SMTP AUTH is basic authentication and all I had to do was enable (SMTP AUTH) on Office 365.

Sounds easy, well I will attach the links to reslove it.

Step 1

Install Powershell 7 on your Windows PC (Find the .msi file)

Step 2

Install the Exchange module for Powershell 7

https://docs.microsoft.com/en-us/powershell/exchange/connect-to-exchange-online-powershell?view=exchange-ps#powershell-7-log-in-experiences/

Step 3

Using Powershell - Enable SMTP AUTH on your Office 365 Org or individual mailbox.

https://docs.microsoft.com/en-za/exchange/clients-and-mobile-in-exchange-online/authenticated-client-smtp-submission

I am posting this in the hopes that the quickbooks staff will document a formal step by step documentation for you guys. It took me a good hour to read through all the links above.. Good luck guys.

C

chris-dziubina

anyone have a fix for this yet? I reset server and I still get the same message?

DivinaMercy_N

The Community has got you covered, @chris-dziubina.

I can provide a set of workarounds to isolate the issue, refer to the steps below:

First, turn on less secure apps and then unchecked Enhance Security.
Next, disable your firewall.
Then, reboot your computer.
Once done, attempt to send an invoice again.

If the same result, you can attach a PDF format of the invoice to the email and send it:

Open the invoice and click the Print button.
Select Save as PDF and save in the preferred location.
When done, open the email.
Attach the PDF version of the invoice to the email and send it.

However, if the issue persists, I recommend contacting our technical support team to further investigate the root cause of the issue. Here's how:

Go to the Help icon.
Select QuickBooks Desktop Help.
Click Contact Us.
Give a brief description of your issue. Example: Unable to send an invoice by email.
Tick Let's talk.

Also, you can always seek self-help articles on our Community page to help you finish your QuickBooks tasks in no time.

Feel free to get back here if you need further assistance in sending emails in QuickBooks. I'm always here to help. Stay safe.

T

TOcondonews

The solution you provided does not work and sending a pdf is an inelegant approach requiring unnecessary work.

After nobody responded for many months I finally managed to identify the problem and a solution.

Gmail does not accept the Quickbooks transmission saying it comes from an insecure browser. I presume this is because Quickbooks is using its proprietary browser.

Gmail offers a way to generate a more secure App Password which can then be used in Quickbooks each time an invoice needs to be sent electronically.

This is, while inelegant, superior to generating and separately sending a pdf or waiting for Quickbooks to acknowledge the problem.

S

sarasotabayboy

Ihave a 2008 version, am unable to save invoices as pdf or email them

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