Hello, ZarShirt. Experiencing difficulties with email functionality in your new Outlook can be frustrating, especially if you were accustomed to a smooth process in the past version. It can be quite disruptive while trying to send an email, and resolving this issue quickly is essential to getting your workflow back on track.
The problem you're having could be caused by incompatibility issues between QuickBooks and the new Outlook client. QuickBooks relies on specific Outlook settings and configurations to send emails, and changes in the new version can also impact this functionality. There are troubleshooting steps we can take to address this issue.
First is making sure QuickBooks Desktop is updated to the latest release. Installing updates can also apply critical fixes.
Next is to check if your new outlook is properly set up or connected to QuickBooks. But before that make sure to obtain the following information:
- Username
- Password
- Incoming email server address
- Incoming email server type
- Outgoing email server address
To set up Outlook:
- Open QuickBooks Desktop
- Go to the QuickBooks Edit menu.
- Click on Preferences, then Send Forms.
- Select Outlook and hit OK.
If you can't see Outlook as the option to send email, use this article to resolve it: Fix Outlook is missing in send forms preferences.
Once done, you can use this resource to start emailing sales forms: Email sales forms, invoices, and statements in QuickBooks Desktop.
Reach out if you have any more questions or need assistance. I’m always here committed to providing the support you need to make this process as seamless as possible.
