QB Mac 2021 Send Invoice Through Outlook 365 for Mac - Not Working

You're in the right place, @rjharp.

Here are the steps so you can create a draft of your emails before sending them:

1. From the form, click the email icon.
2. Edit the email message text of the form that you want to send.
3. Note: QuickBooks automatically picks the template for the form you selected but you can still edit it and customize your email.
4. Modify the subject field and the body of the email.
5. Click the From dropdown, then pick the email address you want to use.
6. Select the Save emails as drafts in email program checkbox if you don't want QuickBooks to send them right away.
7. If you want to email a PDF of the form, without the text in the body of the email message, clear the Include text in emails checkbox.
8. Once done, hit Save.

Please check this article for more info about the process: Email sales forms in QuickBooks Desktop.

Also, let's make sure that Outlook is your default email reader. Here's how:

1. Go to the Apple mail tab.
2. Click Preferences.
3. Tap General.
4. From there, confirm the Outlook is the default email reader. 

For additional reference, please proceed to pages 245-251 of our QuickBooks for Mac user's guide. 

Also, it's recommended to always create a backup copy of your company file before doing any changes. This is to ensure you have an original copy that you can restore at any time in case of data loss or damage. 

Then, QuickBooks helps you view and track those emails you've sent to your customers and vendors. To get started, see this link: Connect and track emails in QuickBooks Desktop for Mac.

If you need further assistance in sending emails in QuickBooks, please leave a response below. I'm always here to help. Have a great day ahead. 

Numbers 5-8 below I don't have as options:

1. Click the From dropdown, then pick the email address you want to use.
2. Select the Save emails as drafts in email program checkbox if you don't want QuickBooks to send them right away.
3. If you want to email a PDF of the form, without the text in the body of the email message, clear the Include text in emails checkbox.
4. Once done, hit Save.

Thanks for coming back to us, @rjharp.

Usually, this error occurs when your data is damaged or corrupted. We can run the Verify/Rebuild tool utility to detect the data damage. 

Here's how:

1. Go to the File menu, then hover over Utilities.
2. Select Rebuild Data.
3. On the QuickBooks Information window, select OK. Follow the onscreen steps to save a backup.
4. Let the tool repair your file. It may take some time. QuickBooks may seem stuck, but as long as you can move your mouse, the tool is working.
5. When the tool finishes, select OK.
6. Go to the File menu, and then hover over Utilities.
7. Select Verify Data.
8. Let the tool check your file for data issues.

If QuickBooks doesn't find any problems, select OK. However, if QuickBooks finds an issue with your company file, click Rebuild Now.

Also, make sure QuickBooks has its latest release. This is to ensure that everything is up to date.

As always, feel free to visit our QuickBooks Community help website if you need tips and related articles in the future.

You can count on me if there's anything else you need. Just let me know by leaving a comment below. Take care!

Unfortunately doing a rebuild and verify did not work. I still don't have the ability to send to Outlook365.  

Allow me to step in and get your Outlook365 work with QuickBooks Desktop for Mac, rjharp.

If you're using Microsoft Outlook via the web browser, this setup will not work with QuickBooks. You'll need to install Outlook 365 and set it as a default mail client on your Mac computer.

Once installed and set as default, you can connect your new email to QuickBooks. Here's how:

1. Go to QuickBooks, then select Preferences.
2. Click the Email icon.
3. From Send Emails Using, select Custom.
4. A list of Email Accounts appears. If you haven't added any email accounts to QuickBooks, this list will be empty.
5. Tap the + icon to add a new account.
6. Add an account name, then add the settings from your email provider.

For more details about this process check out this article: Connect emails in QuickBooks Desktop for Mac. On the same link, you'll find steps on how to track the emails you've sent.

Let me know how it goes by leaving a reply below. I want to make sure you're able to connect your new email so you can get back to business. I'll keep an eye for your response. Have a good one.

I’m having the same issue!

I'm having the issue with Outlook version 16.61 using MS Outlook's "New Look" layout.  the old look or Legacy version works but I don't want to have to switch back and forth and would prefer to use the new look as it will actually work when searching.  The old versions search rarely works.  As a workaround I started to save the files as PDFs and then just attached them but that becomes a bit more effort as well...