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R
RJ4242
May 27, 2022
Question

Winmail.dat received ONLY when an invoice is sent in bulk

  • May 27, 2022
  • 1 reply
  • 0 views

We have 1 customer that receives their invoice as a winmail.dat instead of a .pdf.  This ONLY happens when we send out bulk invoices in the monthly batch.  If there is a single invoice or an estimate sent to this client, they receive it correctly as a .pdf file.  The sender and recipient are both using Microsoft Office 2019.  This has been a problem for us with both QuickBooks Enterprise Solutions: Professional Services 21.0 and 22.0.  I have set Outlook to send all mail from our side as plain text per QB's instructions.  Creating a non-professional email just to send out bulk invoices to all of our clients is a non-starter, not just from a professionalization standpoint, but also from a security standpoint.  Is there a different mail setting within QuickBooks for sending invoices in bulk compared to sending just a single invoice?

1 reply

R
rvrfrf
May 27, 2022

Thanks for reaching out to the Community, RJ4242.
 

When an email recipient receives an attachment called Winmail.dat instead of a .pdf file for their invoice, this is a known issue for Microsoft outlook if the recipient's email client isn't capable of receiving rich text format.
 

If only one or some customers are experiencing this, it can be due to a problem on the receiving end. Certain security and mail filters may detect these emails as mass emailing. This can be fixed by adjusting your message format accordingly in Outlook. Be sure to choose HTML or plain text to prevent Outlook from attaching a Winmail.dat file when sending the email. You can find detailed steps for changing these settings on Microsoft's website.
 

Your other option is to use an email service other than Outlook when sending emails from QuickBooks.
 

Please don't hesitate to send a reply if there's any additional questions. Have a lovely day!

R
RJ4242Author
May 27, 2022

Hi Zach and thanks for the reply.  I have already adjusted Outlook to send as Plain Text.  I did that a couple of weeks ago, I just had to wait until yesterday when the bulk invoices went out.  As I said in the OP, we couldn't test this until now because sending a single invoice to this customer is received properly.  That seems to indicate that the Outlook settings are fine.

 

I will check into the spam filter at the customer location (thankfully we're an IT services provider, so we can check our client's settings pretty easily).  If I find anything there, I'll update.

C
christinarodriguez23
August 18, 2022

Hi, just wondering if you have had any luck with this issue? I have been dealing with this exact issue since we upgraded to Premier Plus 2022 in May with no solution, other than to use a different email provider, which is not an option for my corporate organization and probably isn't feasible for most businesses that are using Quickbooks. 

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