I have multiple companies I do bookkeeping for with my QB desktop. Recently I'm having issues emailing from QB for only 1 of those companies. I am able to use the same program to email for the other companies and my partner can email invoices for this company with his computer. Has anyone ever had a similar issue and if so, how did you fix it?
Allow me to explain how we can resolve your issue and ensure you can send an invoice to that company, Tina.
Before anything else, may I ask what happened when you tried to email the invoice? Any additional details can help me figure out how to troubleshoot your issue.
In the meantime, please check if you've set up the correct email for that company. Also, ensure that your QuickBooks Desktop (QBDT) is up-to-date because using outdated products can cause errors like this.
If everything looks good, I suggest performing the Verify and Rebuild to find and repair any data problems that may have caused this error. Doing this will also help us ensure that your QBDT data is error-free and reliable.
Moreover, you can refer to these articles to learn how to resolve errors based on the email service you're using:
Once done, you can run and customize several reports in QBDT to get a financial snapshot of your business.
I'll be on the lookout for your response if you have further concerns about emailing an invoice. Have a great day.
I am having problems. Emailing an invoice when I click the send button a window opens saying I need to be signed in. I sign in, but it doesn’t actually sign me in. It throws another error saying that it is unable to send the email because I am signed out of QuickBooks, I have tried updating the program. However there is no more updates for this version. I have cleared the cash cookies and I have verified data to make sure there is no fixes that need to be done. What am I doing wrong
Thanks for joining this thread, Darley B.
I want to make sure you're able to email invoices through your QuickBooks Desktop account.
It sounds like you're on the right track and have tried the correct troubleshooting methods. Since this issue is persisting, I recommend reaching out to a member of the QuickBooks Desktop Support Team. Agents have specialized tools, like the ability to share your screen, to take a closer look at what could be causing this issue. Here's how to get in touch with the team:
1. Go to Help, then select QuickBooks Desktop Help/Contact Us.
2. Select Contact Us.
3. Give a brief description of your issue, then select Continue.
4. Sign in to your Intuit account and select Continue and then Continue with my account.
5. We'll email you a single use code. Enter your code and select Continue. (If you have more than one account, select the account you want to use and then Continue.)
6. Select to chat with us or have us call you.
The following article provides these steps if you ever need them again in the future: Contact QuickBooks Desktop Support
Please feel free to drop a comment below if you have any other questions. I'll be here to help in any way that I can.
I called and talked to tech support. They are telling me the only way to email Invoices is to pay a subscription and get an updated version and I refuse to do that. I purchased desktop specifically to keep from paying a subscription as I’m a small business and it’s not financially smart for me to do that. Is she right? That’s my only option?
I understand how essential it is to manage your business's finances effectively while keeping unexpected costs at bay. I recognize that the recent conversation about emailing invoices in QuickBooks Desktop (QBDT) might have been a bit challenging, especially when you're focused on maintaining your budget. Let me provide some clarity on your question, Darley B.
To email invoices in QBDT, tech support is correct that you'll need to subscribe and obtain the latest version. While this might involve additional expenses, it's important to weigh your options to find the best fit for your needs.
If you're interested in tracking and emailing invoices without upgrading to a newer version of QBDT, QuickBooks Online (QBO) is a great alternative. Designed with small business owners in mind, QBO offers flexible features that might align better with your business. You can learn more about QBO here: QuickBooks Online Pricing.
Choosing between QBO and QBDT depends on your specific business needs, budget, and preferences for accessibility and features. I recommend evaluating what aspects are most critical for your operations before making a decision.
We're dedicated to equipping you with the best tools to manage your business seamlessly. If you need any tips or have questions about using QuickBooks features, feel free to let us know in the comments section.
@Darley B Well, you do have the option to save the invoice as a PDF and e-mail the customer directly. This can be done either by choosing the Save as PDF option under the Print button, or the Print to PDF option on your printer list.
It's an extra step, sure, but far cheaper than upgrading to a new version. Besides, even if you did upgrade, it'd still fuss about e-mailing once you get past four or so company files tied to your e-mail. You'd have to take time out to reconnect company files to the e-mail account.
I would strongly advise against upgrading to QBO, though; this community is littered with complaints about their new invoice and e-mail templates, (poorly) AI-generated subject lines, and various add-ons.
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