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eduvall
February 28, 2024
Solved

Emailing to Outlook

  • February 28, 2024
  • 1 reply
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Hello.  I know this is a common problem but I cannot fix it.  I was sending outlook emails from QuickBooks fine for years but now i am getting a message that QuickBooks is unable to send emails to outlook.  I have gone through all the steps listed here and elsewhere with no luck. I also ran all the fixes from the Quickbooks Tool Hub.   Here it is, end of the month, and I cannot email invoices from QuickBooks.

 

Would very much appreciate assistance. 

Best answer by Bryan_M

Are you saying that QuickBooks in any form is no longer compatible with Office 365/Outlook?  If so this is a serious problem for our company.   Extremely disappointing.  


Thanks for the prompt reply, @eduvall.

 

I understand how important it is on your end to use your company's Outlook account to send invoices in QuickBooks Online (QBO). Let me help you perform this there and help you fix this in your QuickBooks Desktop account.

 

My colleague, already edited her answer. You can utilize an Outlook Email in QuickBooks Online (QBO). So that whenever you send invoices or any transactions that Email will show up on your customer's end. 

 

Once you already have a QBO account, follow the provided steps by my colleague or read this article: Change your business name, contact info, or EIN in QuickBooks Online.

 

On the other hand, in QBDT we received recent cases about Outlook concerns. The status of this issue is fixed. Let's first install the update. Here's how:

 

  1. Select File. Then, Office Account.
  2. Click the Update Options.
  3. Then, Update Now.

 

If you're unable to see the fix working immediately, please reboot the machine. If you want to disable updates to workaround the issue, follow the same steps and select Enable Updates in the third step.

 

Another way to help mitigate the issue is to send emails from QuickBooks while Outlook Desktop is running. If the steps alone do not solve this, follow the next step to revert the prior build. You can click this link for the detailed steps: https://support.microsoft.com/en-us/office/unable-to-send-emails-from-quickbooks-using-outlook-desktop-after-update-to-version-2402-8224558b-25e6-4226-bfb3-8974fc0b1d8a

 

Additionally, if you want to learn how to change or set up messages to your customers in QBO, check out this article: How to set up or change customer messages in QuickBooks Online.

 

Also, if you want to learn how to update Email in QBDT, check out this article: Update the email address you use for QuickBooks Desktop.

 

If you have additional questions about managing your Email account in QBO or QBDT, don't hesitate to reply to this post. Keep safe and have a good day.

1 reply

JaeAnnC
JaeAnnC
February 28, 2024

Thanks for bringing this to our attention, @edvall.

 

As per checking, we have an ongoing investigation about QuickBooks Desktop (QBDT) being unable to send emails to Outlook. We have identified an issue with the early preview builds of Office 365 version 2402 build 17328.20068, and later. If you're part of the Microsoft Insider program and have access to Office 365 updates, you're using Outlook builds that are being tested and could cause problems with third-party programs such as QBDT. 

 

As a workaround, you can set the QBDT Preferences to Webmail and choose a different email provider. Here's how:

 

  1. Go to Edit and select Preferences.
  2. Click Send Forms.
  3. Select the Webmail radio button.
  4. Click Add.
  5. Choose a different email provider, then fill out the Add Email fields.
  6. Click OK to save your changes.

 

Alternatively, you can save the invoice as a PDF and manually email it to your Outlook account. To do that, open the invoice, click the Print dropdown, then Save as PDF.

 

We also recommend consulting an IT professional to get the latest public release of Office 365, which is version 2401 build 17231.20236. To find your build number, open Outlook, select File, click Office account, then About Outlook.

 

While the investigation is ongoing, I suggest contacting our customer support team to add you to the list of affected users. This way, you'll receive email updates about the status of the investigation. 

 

Furthermore, you can create custom templates for forms, such as invoices, to modify how they look and what information to include.

 

Keep in touch if you require further guidance about sending invoice emails in QBDT. The Community team is here to help whenever you need it. Stay safe.

E
eduvallAuthor
February 28, 2024

Our Microsoft 365 is up to date and Outlook is the only email provider our company uses.   Can you tell me if there are similar problems with QuickBooks Online & MS365?  We have been contemplating upgrading but need to know if that will resolve the Outlook issue.

 

Thanks so much for your reply.

 

 

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