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GLA
Level 1

Emails with Attachments

The invoices I send through QBS do not add the attachment to the email. Customer is only receiving the invoice pdf. 

I have attached the file already.

 

Any suggestions how to fix this?

1 Comment 1
MaulikH
QuickBooks Team

Emails with Attachments

Hi there,GLA

 

This is usually a settings issue. And, you'll want to perform the recommended steps so you can send the invoice with an attachment in QuickBooks Desktop.

 

Step 1: Make sure to update the program to the latest release for maximum use of the functionality.

 

 

Step 2: Check the settings in the web mail preferences.

 

  1. From the QuickBooks Edit menu, select Preferences.
  2. On the left pane, choose Send Forms.
  3. Under My Preferences, select the email account you are using, then select Edit.
  4. In the Edit Email Info screen go to the SMTP Server Details section and set the server name and port to your email provider settings. Refer to Set up your email service in QuickBooks Desktop for a list of SMTP Server and Ports.

Step 3: Check your Internet Explorer email preferences.

 

QuickBooks uses Internet Explorer to run web services in the background. You may need to reset your email preferences there.

 

  1. Close QuickBooks.
  2. Open Internet Explorer.
  3. Select Tools then the Settings menu and then Internet options.
  4. Select the Programs tab. Then select Set Programs.
  5. Select Set your default programs. Then select the email service you want to use.
  6. Select Apply and then OK.
  7. Close Internet Explorer.

Feel free to read through these related articles for additional resources:

If you're getting the same results, I highly suggest contacting our QuickBooks Desktop Support Team. They can further investigate why the option to email and send an attachment is greyed out.

 

Here's how to get in touch with them:

  1. Open QuickBooks.
  2. Go to Help, then select QuickBooks Desktop Help.
  3. Select Contact Us.
  4. Enter your concern, then select Continue.
  5. Choose Start messaging to connect with a support expert.

Let me know how this goes by commenting below. I'm always right here to help

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