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everestjoinery
March 6, 2020
Solved

Customers don't seem to receive quotes or invoices sent through QB. Anyone else experience this? Missed loads of opportunities from customers thinking i didn't quote :(

  • March 6, 2020
  • 5 replies
  • 0 views
Original commenter did not share additional details
Best answer by RCV

Thanks for bringing this one to our attention, everestjoinery.

 

I've checked here on our end and there's no reported issue where customers not receiving emailed transactions. Let's ask your customers to check their junk mail or spam folders if the sent emails are routed to those locations.

 

If none, let's clear and re-enter your email address to refresh it in your account. 

 

Here's how:

 

  1. Click the Gear icon on the top menu.
  2. Select Account and Settings under Your Company.
  3. Choose Company and tick the Pencil icon in the Contact info section.
  4. Clear the Company email field and re-enter your email address, even if it appears correct as is.
  5. Tick Save.
  6. Tap Done.

Then, try sending the invoice/quotes to your email. If you still don't receive the email, try using a different email address that has a different domain (like Gmail, Hotmail or Yahoo address).

 

If the same thing happens, please proceed to Solution 3: Configure server to accept QuickBooks Online mail server host names and IP addresses in this article: 3 solutions for when customers aren't receiving your emails.

 

I've got a link here that provides you with articles about managing your customer's transactions: Manage Customers and Income for.

 

I'm just one post away if you need a hand with customising your sales form or any QuickBooks Online related. Have a great day ahead.

5 replies

R
RCVAnswer
March 6, 2020

Thanks for bringing this one to our attention, everestjoinery.

 

I've checked here on our end and there's no reported issue where customers not receiving emailed transactions. Let's ask your customers to check their junk mail or spam folders if the sent emails are routed to those locations.

 

If none, let's clear and re-enter your email address to refresh it in your account. 

 

Here's how:

 

  1. Click the Gear icon on the top menu.
  2. Select Account and Settings under Your Company.
  3. Choose Company and tick the Pencil icon in the Contact info section.
  4. Clear the Company email field and re-enter your email address, even if it appears correct as is.
  5. Tick Save.
  6. Tap Done.

Then, try sending the invoice/quotes to your email. If you still don't receive the email, try using a different email address that has a different domain (like Gmail, Hotmail or Yahoo address).

 

If the same thing happens, please proceed to Solution 3: Configure server to accept QuickBooks Online mail server host names and IP addresses in this article: 3 solutions for when customers aren't receiving your emails.

 

I've got a link here that provides you with articles about managing your customer's transactions: Manage Customers and Income for.

 

I'm just one post away if you need a hand with customising your sales form or any QuickBooks Online related. Have a great day ahead.

Fiat Lux - ASIA
Fiat Lux - ASIA
March 7, 2020

@everestjoinery 

Explore and utilize the trial period of this app to see any difference. If your customers (still) didnt receive your quotation, it would be a very serious problem to troubleshoot.

http://get.practiceignition.com/quickbooks

 

H
Hglasgow
February 1, 2022

This is also now happening to me, I’ve tried all different solutions please can someone contact me, my invoices are so important to my business and i can’t work without invoices sending 

L
LollyNino_C
February 1, 2022

I'd also feel upset when I'm ain't getting the right help, @Hglasgow. 

 

I want to make it up to you by making sure you can contact our support team. Before diving in, let's get the chat site working again. I know the steps on how to achieve this. 

 

You can contact them from Mondays to Fridays every 6:00 AM to 6:00 PM PST. Then, 6:00 AM to 3:00 PM every Saturdays. If you're using the Advanced version of QuickBooks, you can contact them any time and any day. For the new Help menu interface:

 

  1. Click the (?) Help icon at the top.
  2. Select the Talk to a human option, and then type it again when prompted.
  3. Choose I still need a human, and then proceed with Contact us.
  4. When asked by the bot, enter your question or concern.
  5. Click Let’s talk.
  6. Select either the Get a call or Start messaging option. 
  7. Please follow the on-screen steps to continue.

Meanwhile, you can visit our general support page for more QuickBooks tips. 

 

I appreciate your patience while we continue working on this. Please let me know if there's anything else you need help with. I'm always here to assist. Take care.

J
JLNLLC
March 10, 2022

My problem is intermittent.  Some customers get the invoice and others don't.  Anyone have a clue as to why that happens?  I send 30 at a time.  Is there a limit?

R
ReymondO
March 10, 2022

Hi there, @JLNLLC.

 

Thanks for joining the thread and sharing your concern in the QuickBooks Community page. Let me join in this conversation and provide you with a further solution.

 

If some of your customers aren't receiving their emailed invoices, ask them to check their junk mail or spam folders. Monitoring your spam folder will help to ensure that future messages from this sender aren't flagged as spam.

 

If they're still unable to see the emails, try to reset your email address. Here's how:
​​​

  1. Go to Settings ⚙.
  2. Under Your Company, select Account and settings.
  3. Click Company, then select the edit icon in the Contact info section.
  4. Review each email address and make changes as needed.
  5. Click Save, then Done.

 

If the issue persists, you may need to ask an IT expert to have the QuickBooks Online mail server host names and IP addresses be added to your outgoing mail servers.

 

Many email programs use various blocking mechanisms on their mail servers. This is an anti-spam measure to prevent spammers from pretending to deliver mail from well-known domains.
 

For additional reference, you may check out this article: How to configure server to accept QuickBooks Online mail server host names and IP addresses.

 

Feel free to visit our Sales transactions page for more insights about adding and managing customer invoices, sales receipts, and other sales forms.


Let me know how it goes by adding your reply in this thread. I want to make sure that you're able to fix the problem. Take care always.

G
gemma6677
September 29, 2022

I had this problem which started approximately 6 months ago.  After contacting quickbooks on numerous occasions and following their instructions to remedy the situation, and also contacting my email server supplier and trying things with them, NOTHING helped.  I now manually have to send each invoice, quotation and statement.  Quickbooks needs to look further into this issue.

    T
    tangonovemberbravo
    September 30, 2022

    There is no way this has been solved. Stop lying to us.

      A
      Ashleigh1
      September 30, 2022

      Hello Tangonovemberbravo, we fully acknowledge that this has been a long period, nevertheless  the engineers are still busy working on this and it is our priority. 

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