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MikeT23
Level 2

Hi All Customers and office are not receiving emailed estimates ('email me a copy at xyz email address is checked) Invoices are being sent and receivedPlease Help?

Hi All Customers and office are not receiving emailed estimates ('email me a copy at xyz email address is checked) Invoices are being sent and received Please Help?

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Kurt_M
Moderator

Hi All Customers and office are not receiving emailed estimates ('email me a copy at xyz email address is checked) Invoices are being sent and receivedPlease Help?

You can often resolve email delivery issues for estimates by adjusting your sales settings to ensure they aren't being flagged by spam filters. Since your invoices are sending correctly, the following steps will help you update your estimate delivery format in QuickBooks:

1. Select the Gear icon and choose Account and settings.
2. Click the Sales tab.
3. Go to the Online delivery section and select Show short summary in email instead of Full details.
4. In the Additional email options for invoices dropdown, try switching between Attached PDF and Plain text to see if it bypasses your customer's email filters.
5. Select Messages, choose Estimates from the dropdown, and make sure the Copy me box is checked.

It also helps to use a simple subject line like "Estimate from [Your Business Name]" and avoid words like free or act now that might trigger a spam block. If your estimates still don't arrive, you can connect with our support team for a deeper look into your account here: How to get help with QuickBooks.

Have more questions about your sales forms? Drop a reply below and we'll be happy to help. 

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