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New Member
November 1, 2022
Question

Issue sending an Estimate within Outlook

  • November 1, 2022
  • 5 replies
  • 14 views

I have never had the issue I am about to explain - as a matter of fact, as of October 17th - all was fine....unitl.

 

So this afternoon I type up an estimate on my QBD Premier Contractor 2021 edition. I clicked the "Email" button like I always do, waited for my Outlook to show up and then manipulated any information I needed. However, when I checked my "sent" file - the body of the email was the generic generated message that QB offers. I did this three times...changing the other two times being sent to myself with just "test" in the body of the email, and to no avail, it still was received with that generic generated message. Can anyone please tell me why this has started happening all of a sudden? Again, I have never had this issue. Thank you. Joyce

5 replies

QuickBooks Team
November 1, 2022

Hello there, jschwartz20.

 

I appreciate your efforts in attempting to get the correct message to appear in the body of the email for your estimate. Let's perform another one to fix the issue.

 

To begin, download the most recent QuickBooks maintenance release. This will resolve any unusual behavior you encounter in the program and let it apply the patch for critical fixes. I'm here to assist and direct you through the process.

 

Here's how:

 

  1. In your company file, tap the Help menu at the top bar and choose Update QuickBooks Desktop.
  2. Head to the Update Now tab and tick the Reset Update box to remove previously downloaded releases.
  3. Click the Get Updates button and then press OK to continue.
  4. Once done, close and reopen your QuickBooks to kick off the installation.

You can learn more about sending sales forms in this article: Email sales forms, invoices, and statements in QuickBooks Desktop. It covers topics such as batch emailing forms, adding multiple customer contacts, and removing one.

 

For future reference, you can use the following resources to troubleshoot email issues in the desktop program:

 


Let me know how it goes after following the solution. I want to make sure you're taken care of. Have a good one. 

New Member
November 2, 2022

Thank you - I am working on this right now and will let you know how it goes. :)

Joyce

AlcaeusF
Level 14
November 2, 2022

Hi @jschwartz20,

 

I'm glad to know my colleague was able to help you with your concern about sending estimates. Please know that we're always available in this public space anytime you need assistance with QuickBooks Desktop.

 

You can click the Reply button below, and we'll be sure to help out. Take care.