Issue sending an Estimate within Outlook

Hello there, jschwartz20.

I appreciate your efforts in attempting to get the correct message to appear in the body of the email for your estimate. Let's perform another one to fix the issue.

To begin, download the most recent QuickBooks maintenance release. This will resolve any unusual behavior you encounter in the program and let it apply the patch for critical fixes. I'm here to assist and direct you through the process.

Here's how:

1. In your company file, tap the Help menu at the top bar and choose Update QuickBooks Desktop.
2. Head to the Update Now tab and tick the Reset Update box to remove previously downloaded releases.
3. Click the Get Updates button and then press OK to continue.
4. Once done, close and reopen your QuickBooks to kick off the installation.

You can learn more about sending sales forms in this article: Email sales forms, invoices, and statements in QuickBooks Desktop. It covers topics such as batch emailing forms, adding multiple customer contacts, and removing one.

For future reference, you can use the following resources to troubleshoot email issues in the desktop program:

• Fix Outlook is missing in send forms preferences
• How to fix "Error: QuickBooks is unable to send your email to Outlook"
• Unable to email transactions or send forms using QuickBooks email service

Let me know how it goes after following the solution. I want to make sure you're taken care of. Have a good one. 

Thank you - I am working on this right now and will let you know how it goes. :)

Joyce

Hi @jschwartz20,

I'm glad to know my colleague was able to help you with your concern about sending estimates. Please know that we're always available in this public space anytime you need assistance with QuickBooks Desktop.

You can click the Reply button below, and we'll be sure to help out. Take care.

Sadly, it did not fix it. I just did a test on an invoice that I just sent to a customer. Unfortunately, after changing the salutation and body of his email, it still was sent with the QB generic email. I don't know what has happened. Any other advice?

Thanks for getting back to us, jschwartz20.

I appreciate you following the steps shared by my colleague above. Allow me to chime in and help ensure this is taken care of for you.

Since the issue persists after performing those steps, I highly suggest contacting our Support team. They have tools such as screen-sharing (remote access) that can pull up your account in a secure environment and check the cause of this odd behavior. They can also perform other troubleshooting steps if necessary.

Here's how to reach them:

1. In QuickBooks Desktop (QBDT), go to the Help menu at the top.
2. Select QuickBooks Desktop Help/Contact Us.
3. Click Contact Us.
4. Give a brief description of your issue, then select Continue.
5. Select to chat with us or Have us call you.

To check for our Support hours, refer to this article: Contact QuickBooks Desktop support.

You can always check out the articles shared by my colleague above or visit our website for more tips and other resources you can use in the future: Self-help articles.

Please post again or leave a comment in this thread if you have additional questions about estimates or anything else QuickBooks. I'm more than willing to help. Keep safe.