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QLITE
Level 2

Quickbooks Desktop-Mac, default email sender

Mac Big Sur, Latest QB: When sending an invoice to the Mail app, the selected senders email address is not selected in Mail but instead, the top most or first available account is selected.  How do I get the email to default or be set to the email account I wish to use?  As I have the Mail program configured for about 6 email accounts, I do not want to accidentally send emails from a personal account vs the business account.

Thanks in advance for any assistance!

8 Comments 8
ReyJohn_D
Moderator

Quickbooks Desktop-Mac, default email sender

I'll help make sure you're able to set a default email in QuickBooks, @QLITE.

 

First, QuickBooks uses the default account if you have more than one email address, like in your case.

 

Here's how to change your default email client:

 

  1. Open Apple Mail.
  2. Go to Mail, then choose Preferences.
  3. Select General, and then Apple Mail beside the default email reader.
  4. Then, close the page, and send your invoices as you normally would.

For more info, please refer to this article: Email sales forms in QuickBooks for Mac.

 

If you want to personalize your invoices, you can customize their templates before sending them to your customers.

 

Once everything's good, you can review all the sent emails to your customers. Here's how:

 

  1. Go to Customers, and then choose Customer Center.
  2. Select the customer you emailed the form to.
  3. Click the Email tab. The list of the forms you've emailed to that customer appears. You can select the item in the emails list to open that transaction.

For more QuickBooks emailing tips, I recommend checking out the Emailing forms section under Chapter 10 in this handy user guide: QuickBooks Desktop Mac 2020 User Guide.

 

Feel free to click the Reply button if you have some follow-up questions regarding this. I'm here to lend a hand. Have a good one!

QLITE
Level 2

Quickbooks Desktop-Mac, default email sender

Thank you for your suggestions,

 

Per the instructions, this does not work.  Regardless of the email address I select, it uses the first one in the 

list of accounts.  Item #4 below does not work!  Any other ideas?

Send the form

  1. From the form, select the email icon.
  2. Edit the email message text of the form that you want to send.
    Note: QuickBooks automatically picks the template for the form you selected but you can still edit it and customize your email.
  3. Edit the subject field and the body of the email.
  4. Select the From dropdown, then select the email address you want to use.
BettyJaneB
QuickBooks Team

Quickbooks Desktop-Mac, default email sender

Thanks for keeping me updated about this default email concern, @QLITE.

 

You can set up a default email address to be used on your transactions to be sent out in QBDT. You can do this from the top area of the send window section. There is an option to select the from the account, assuming you have more than one set up in Apple Mail.

 

You also need to check the default email that you've used from the Apple mail since this will also reflect in the program.

 

To do that:

  1. Click Apple Mail
  2. Select Preferences
  3. On the Preferences pane, tap General
  4. Confirm if what is your default email account.

Lastly, you may check the system requirements to ensure that your email account is compatible with your QuickBooks version. For more information, go through this article: System requirements for QuickBooks Desktop

 

Keep me posted if you have follow-up questions. I'm here to help you succeed.

QLITE
Level 2

Quickbooks Desktop-Mac, default email sender

I am continually being told to do the same thing, which I have done.  I have set the default email program, verified system, etc.. 

PLEASE READ MY PREVIOUS POST before suggesting the same solution over & over again.

 

Per the instructions, this does not work.  Regardless of the email address I select, it uses the first one in the 

list of accounts.  ******** Item #4 below does not work! ******  Any other ideas?

 

Send the form

  1. From the form, select the email icon.
  2. Edit the email message text of the form that you want to send.
    Note: QuickBooks automatically picks the template for the form you selected but you can still edit it and customize your email.
  3. Edit the subject field and the body of the email.
  4. Select the From dropdown, then select the email address you want to use.
Jen_D
Moderator

Quickbooks Desktop-Mac, default email sender

Thanks for getting back to us, @QLITE,

 

If you're unable to select the correct email account after trying to configure the settings correctly, I recommend contacting our QuickBooks Mac Support. Our representatives can take a look at the problem and diagnose the company file on what's causing this behavior.

 

To contact our support, click this link to initiate a live session: QuickBooks Desktop for Mac chat

 

For more information about emailing forms in QuickBooks Desktop for Mac, see this article: Email sales forms in QuickBooks Desktop

 

Let me know how it goes. I want to keep track of this topic and make sure it gets taken care of. I'm also here if you ever need further help with any other things in QuickBooks. Have a good one!

jfbcafe1
Level 1

Quickbooks Desktop-Mac, default email sender

I have exactly the same problem.  On with mac support - they have tested the 20 and 21 version to see if that was resolved and it was not.  This is a major QB issue and should be resolved.  Been going on for over a year.

BethJ
Level 1

Quickbooks Desktop-Mac, default email sender

I'm having the same issue, so glad I'm not the only one. I've got my accounts receivable set as the default email, but when I send the email through Apple Mail, it defaults to my email address. It's very frustrating to have to change it each time. We don't like to have it automatically send out invoices from QB because we like to check them first and bcc: additional contacts, as needed. I'll contact QB support as well, but I'll keep following this thread to see if anyone comes up with a solution.

hugohs
Level 1

Quickbooks Desktop-Mac, default email sender

I'm having exactly the same problem while I'm helping a client using QB22 and Ventura. Any solution for this yet? I'm guessing not.

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