Outlook desk top

Hello and welcome! I understand you're having trouble sending invoices via Outlook Desktop IMAP/SMTP account on your QB Pro. I can certainly help you with that.

It could be because of the configuration in your Outlook preference. If you want to know more details about the preferences, I recommend reaching out to the Microsoft team. They are the best person to provide you guidance in resolving this matter as this is under their expertise. You can post your concern through this link: https://answers.microsoft.com/.

You can utilize this article for your future reference: Customize reports in QuickBooks Desktop.

Keep me posted in the comment section down below if you have any other questions about your regular QuickBooks account. I'll always be around, ready to help. Have a nice day ahead!

Yes, I had a problem getting them to work together...no longer.

My problem is that there is no record/copy of the invoice being sent from outlook in the Sent folder.

Is there a way to send invoices the way Excel and Word "E-mail as a PDF Attachment" function...paper trails are sometimes a good thing.

I acknowledge that keeping track of invoices is crucial for you, Pawleys. Allow me to provide some information on the matter. 

Please know that QuickBooks Desktop (QBDT) may not be fully compatible with Outlook 365. I suggest contacting Microsoft Support to determine why the invoice was not recorded in the Sent folder of Outlook.

Additionally, the option to email invoices as a PDF attachment within the program is unavailable. I suggest submitting a feature request to our software engineers. Please be assured that they will thoroughly review the feedback received and may consider incorporating this feature in future product updates.

1. Select the Help option, then click the Send Feedback Online option.
2. Tap Select the Product Suggestion option. A pop-up window appears.
3. Enter your feedback suggestion.
4. Hit the Send Feedback button. 

To set up your email service in the system, check out this article: Connect your email to QuickBooks Desktop.

You can also customize your sales forms to control how they look and what information to include.

You can count on me if you require further guidance about sending invoice emails in QBDT. I'm always here to walk you through the different processes you need. Stay safe.