Emailing PDF thru Apple Mail w/ Signature

cjschulz · ‎December 01, 2020

I am using QB2019 and Mac OS Catalina. I've not had this issue before but all of a sudden my signatures set up in Mail are not showing in email when I click "Email PDF" in QB (for example, emailing an invoice).

My signatures ARE listed in the proper account (default email acct) within Mail preferences. But the list does not show up after I've had QB open a new email with the PDF.

I can select a different "send from address" and the list is there. Then if I go back and select the "send from address" that I want, the default address, the signature list then shows up.

I have never had to go through those extra steps before. How can I fix this issue?

I use various "signatures" specific to the types of sales. Would be GREAT if QB had this built in when sending invoices.

Connie

AlcaeusF · ‎December 01, 2020

Hi there, @cjschulz.

Welcome to the Community. Let me help you fix the problem with emailing PDF using Apple mail.

I recommend you perform some basic troubleshooting to isolate the issue. Please start by making sure your QuickBooks for Mac is up-to-date to install the latest features and fixes.

Here's how:

From the QuickBooks▼ dropdown, select Check for QuickBooks Updates.
If a newer version is available, select Install Update.
When prompted, select Install and Relaunch.
When the update is complete, QuickBooks for Mac automatically opens.

In case you want to perform the manual update, you can visit this link (scroll down to Manual update): Update QuickBooks for Mac to the latest release.

If the problem persists, I suggest you proceed with contacting our QuickBooks Support Team. One of them will be able to assist you further with fixing the issue.

You can reach them through these steps:

Open QuickBooks Desktop for Mac.
Click the Help tab at the top menu.
Select QuickBooks Desktop Help.
Press Contact Us.

To message us outside of the product, visit this link: https://help.quickbooks.intuit.com/prechats/offerings/QB-Mac/23435/view.

For additional reference, you can use the following article to learn more about emailing sales forms in QuickBooks: Email sales forms in QuickBooks Desktop.

Fill me in if you have additional questions about emailing PDFs in QuickBooks. I'm always here to help. Take care always.

View solution in original post

AlcaeusF · ‎December 01, 2020

Hi there, @cjschulz.

Welcome to the Community. Let me help you fix the problem with emailing PDF using Apple mail.

I recommend you perform some basic troubleshooting to isolate the issue. Please start by making sure your QuickBooks for Mac is up-to-date to install the latest features and fixes.

Here's how:

From the QuickBooks▼ dropdown, select Check for QuickBooks Updates.
If a newer version is available, select Install Update.
When prompted, select Install and Relaunch.
When the update is complete, QuickBooks for Mac automatically opens.

In case you want to perform the manual update, you can visit this link (scroll down to Manual update): Update QuickBooks for Mac to the latest release.

If the problem persists, I suggest you proceed with contacting our QuickBooks Support Team. One of them will be able to assist you further with fixing the issue.

You can reach them through these steps:

Open QuickBooks Desktop for Mac.
Click the Help tab at the top menu.
Select QuickBooks Desktop Help.
Press Contact Us.

To message us outside of the product, visit this link: https://help.quickbooks.intuit.com/prechats/offerings/QB-Mac/23435/view.

For additional reference, you can use the following article to learn more about emailing sales forms in QuickBooks: Email sales forms in QuickBooks Desktop.

Fill me in if you have additional questions about emailing PDFs in QuickBooks. I'm always here to help. Take care always.

cjschulz · ‎December 01, 2020

I went through the chat you suggested and my problem was solved. Thank you

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Emailing PDF thru Apple Mail w/ Signature