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We recently upgraded to 2021 Quickbooks Desktop Pro. We were able to successfully email customer invoices, credit memos & customer statements. Two Weeks ago the emailing function was hit or miss. I have go through Preferences > Send Forms > verified all the imputed information is correct. Yet, I am still unable to email our forms through QB???
Our Customers depend on receiving their documents timely to insure their timely payments. I also have always BCC myself to both of the email addresses. Recently, I am not receiving either BCC? I cannot call every customer daily that I send an invoices, credit memo or statement. What solution is there?
By the way, I have been hung-up by two QB support team members this morning. As a QB customer, we do not feel it is too much to ask for QB Customer Support. Both techs were not versed in QB. When I ask the 2nd tech to transfer me to a supervisor I was again hungup on.
Thanks for reaching out to the Community, BGNF. I appreciate you providing detailed information about what you're encountering.
Initially, you'll want to make sure QuickBooks is up-to-date with our latest release.
Here's how:
If there was an available update, allow its download to finish, then close and reopen your books. Once QuickBooks is reopened, you'll see a prompt to install the new release, which you'll need to accept.
In the event you're still unable to send emails through QuickBooks after performing an update, or you were already up-to-date, I'd recommend checking your email and antivirus settings.
Please don't hesitate to send a reply if there's any questions. Have a lovely day!
Followed your instructions. Still unable to send customer documents through QB Pro Desktop 2021. In addition, I already deleted the email address setup and entered it as new. I also, verified my both of my emails are up & running without any issues. Still unable to send customer documents through QB Pro Desktop 2021.
Allow me to chime in and share information so that you can send customer documents, @BGNF.
I appreciate the steps that you've performed to get this fixed. To sort this out, make sure to update the Outlook app on your computer. This way, you have the updated version of Outlook.
Also, you can check your admin privileges and make sure QuickBooks isn't set to automatically run as an administrator. In case you need to edit, follow the steps below:
Once done, open QuickBooks and send a test email or transaction to see if you can send customers' emails or documents. If the issue persists, you can follow Step 2 on this article: How to fix "Error: QuickBooks is unable to send your email to Outlook".
Additionally, these resources outline the complete steps on how to resolve errors when sending invoices and forms:
Don’t hesitate to post a comment below if you have any other concerns or questions. I’ll get back to help and make sure you’re taken care of. Have a good one, @BGNF.
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