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Hello,
First I'd like to start out by saying, I do not use Quickbooks myself. I am the IT manager for an organization who uses Quickbooks. Unfortunately it is my responsibility to resolve the issues, even though I do not use the application, which makes things harder for me to understand some of the issues.
A few weeks ago I got reports from our users who are getting windows security boxes pop up when they try to send an invoice. We use outlook here and QB has worked fine with it for years, up until a few weeks ago. When the users generate the invoice, they get the windows security dialog box that comes up saying QuickBooks: Connecting to [email address removed], with the users email address pre-populated. I assume based on that, it's wanting their Outlook credentials. ONE of the users is reporting that you can close out of the security box and the invoice will still send.
I've reached out to QB support twice, with no closer to figuring the issue out than I was to begin with. I was told to "verify the data" through the utilities menu. That has been done. I've installed QB updates as well and we're still experiencing this problem.
At first I thought it may be a Microsoft issue, but the users don't get password prompts when using Outlook normally - only when sending an invoice through outlook, and as a reminder the security dialog box specifically says QuickBooks. I've tried googling this issue as well, but nobody else seems to have it.
Hi there, @MP_ECG.
Thanks for sharing the detailed information and the steps you've performed before reaching us.
This error happens if your Outlook profile is damaged. Its compatibility with QuickBooks or your operating system can also cause the error to occur.
To resolve this issue, I suggest creating a new profile and check to see if that works. Also, you can fix the Outlook connection by repairing your profile to help us diagnose and resolves various Outlook issues.
You can also use this article for the detailed steps in repairing an Office Application.
For your future reference, I've included these articles that you may find helpful:
Feel free to update me here so I can guide you more if you have additional concerns. Take care!
Hello!
Thank you for your quick response. This is not something I had thought to try, since Outlook on it's own has worked properly. I did clear out the stored outlook credentials in the credential manager last week, to see if that would resolve it, but it has not. I will recreate the profile and mark this as a solution if it works. Thank you!
Hello @katherinejoyceO . I did recreate the mail profiles on 2 of the machines, and it seems to have resolved the issues on one of them, at least for now. The other user is still getting prompted or her outlook password every time she sends an invoice though. They are all on the same version of outlook, and have always used it for years without the password prompt. Is there anything else I can do for the other user?
Thanks for coming back to us, @MP_ECG.
I appreciate you performing the steps to save the login credentials when sending invoices from QuickBooks Desktop (QBDT). Since it's still asking you to enter your email and password, I'd suggest updating your QuickBooks.
Here's how:
1. Go to the Help menu.
2. Click on Update QuickBooks Desktop.
3. Go to the Update Now tab. You can select the Reset Update checkbox to clear all previous update downloads.
4. Select Get Updates to start the download.
5. When the download finishes, restart QuickBooks.
6. Accept the option to install the new release when prompted.
Once completed, set up outlook. This way, you don't have to reenter the password when sending an invoice.
Furthermore, I’ve added this article that you can read for guidance in personalizing your invoices: Use and customize form templates.
If you have other queries or follow-up questions, let me know in your reply. I’ll be around to help and assists you.
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