I have quickbooks pro 2020 desktop. When I used to email a form, outlook would open ontop of quickbooks and I could send right there. Now, I must open outlook to find the email and send it. How do I get the old way back?
Hi there, macc.
Thank you for visiting the QuickBooks Community. I'll ensure to share details on how Outlook works in QuickBooks Desktop. Then, troubleshooting steps so you'll be able to fix unexpected performance while using the software.
When starting to email a form using outlook in QuickBooks Dekstop, you'll need to know the necessary system requirements. This is to ensure your QuickBooks Desktop is compatible with the setup so you can begin emailing the sales form without any issues. Also, before you get started setting up your email service, make sure you’re using Outlook 2010 or newer and you have an Outlook email profile.
If the issue persists, I recommend running the Verify and Rebuild Data Utilities to get this sorted out. The Verify Data utility identifies any potential data damage issues that might've caused unusual behavior like utilizing outlook when emailing a form. While the Rebuild Data utility repairs damaged data in your company file. Before this, you'll have to secure a backup copy of your company file.
To Verify data:
To Rebuild Data:
For further details, you can refer to this article: Verify and Rebuild Data in QuickBooks Desktop.
Lastly, you may refer to this article to see different features that are included in the QuickBooks Desktop 2022 release and how you can use them to benefit your business: What’s new in QuickBooks Desktop 2022.
Let me know if you have other questions about using Outlook when sending emails through QBDT. I'm always free to help you whenever you need my assistance. Take care and stay safe always!
Thanks for the suggestion. It did not work. Emailing works. It is just that after I click email within quickbooks, I then have to switch over to outlook to see the email. The email used to pop open right on top of my quickbooks. Thanks.
I appreciate you for adding more details about the issue. I'd be glad to help you revert to how it used to work after clicking Email within QuickBooks Desktop.
There are troubleshooting steps you can perform to isolate and resolve the problem. I recommend you start by updating your QuickBooks to the latest release.
Aside from improving the performance of the software, this process also fixes common and complicated errors automatically. You can follow these steps:
It also happens when you have an outdated Microsoft Office 365 release. After updating QuickBooks, please with updating your Outlook.
Please follow these steps:
If there are changes to your Outlook version or app, you can revisit our system requirements for the 2020 version. Check the Software Compatibility section for Outlook through this article: System requirements for QuickBooks Desktop 2020 and Enterprise Solutions 20.0.
Additionally, you can reinstall your Outlook to reset it back into the default setup. Once done, re-open QuickBooks and access the Email feature again.
For your reference, I've attached a link you can visit to guide you with setting up Outlook correctly in QuickBooks: Connect your email to QuickBooks Desktop.
Keep us posted if you need anything else regarding troubleshooting or emailing transactions using Outlook in QuickBooks. Have a great day.
I appreciate the update and for getting back to us, @mistymossy. I'm here to share further insights as to how you can get the old way back when emailing forms using Outlook in QuickBooks Desktop (QBDT).
Based on QBDT's system requirements, your operating system (Windows 10) and the software you use to email forms (Office 2013) are all compatible with the system. Since the recommendations above didn't work, I'd recommend consulting with your IT guy to further check the cause of the issue.
To know more about sending transactions through Outlook, you can refer to this article: Connect your email to QuickBooks Desktop.
Also, to further guide you in managing the growth of your business using QBDT, I'd recommend checking out this article: QuickBooks Desktop Help Articles. It includes topics about account management, sales and customers, and expenses and vendors, to name a few.
Please don't hesitate to let me know in the comments if you have other feature concerns and questions about emailing forms in QBDT. I'll gladly help. Take care, and I wish you continued success, @mistymossy.