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nancyl
Level 5
posted
‎June 09, 2021 11:25 AM
last updated ‎June 09, 2021 11:25 AM

New email issue

I have a user who up until yesterday was changing her signature in Outlook when sending an invoice or order from QuickBooks.  But now when it's received it's the older default signature. I have gone over every setting, and deleted all the signatures that she had.  I cleaned all the cache and ran cCleaner also. 

Let me explain:  She would go to an invoice, click email, remove/delete the box in the body of the email, go to insert and put in whichever signature she required for that particular customer.  But when the recipient receives the email, it defaults to the original email with the BOX with the invoice information. She's been doing this for months.  I can do it on my PC.  I have no idea what has changed for her.  I'm not sure if it's Quickbooks or Outlook that is the problem. Help!!! 

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2 Comments 2
JasroV
QuickBooks Team
QuickBooks Team
‎June 09, 2021 12:34 PM

New email issue

I'm here to ensure your user can send email invoices seamlessly, Nancy.

 

I've got some steps that we can perform to isolate and fix this issue. You'll want your user to ensure the QuickBooks Desktop (QBDT) in their PC is updated to the latest release. This way, we can guarantee the software is pack with the newest improvements and fixes. Let me show you how.

 

  1. Go to the Help menu.
  2. Select Update QuickBooks Desktop.
  3. Go to the Update Now tab. 
  4. Click Get Updates to start the download.
  5. When the download finishes, restart QuickBooks.
  6. Then accept the option to install the new release.

 

You can also utilize this link for more details: Update QuickBooks Desktop to the latest release.

 

Also, you'll want them to update their Outlook and their signature for the changes to take effect. If the issue persists, I recommend running the Verify Rebuild tool. This scans your company file for issues and self resolve them right away.

 

I've also added this resource for guidance in case you run into some errors in emailing your invoices: How to fix "Error: QuickBooks is unable to send your email to Outlook".

 

You can always tag me in your response if you need further assistance managing your invoices. It's always my pleasure to help you out. Have a good one!

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nancyl
Level 5
‎June 09, 2021 12:46 PM

New email issue

We are all updated.  I'll by the Verify/Rebuild tomorrow. Thank you!

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