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dsruble13
May 5, 2021
Question

Quickbooks using Outlook email

  • May 5, 2021
  • 3 replies
  • 18 views

Our company quickbooks is tied to our Outlook email addresses.  Mine worked fine up until 4-20-21.  When I go to send a customer an acknowledgement I always type my own verbiage in the body of the email but once I send it, it changes back to the default verbiage and that is what the customer sees.  I've checked the settings by going into Edit, Preferences, Send Forms and everything is correct there.  Is there somewhere else I need to check?  Thank you in advance.

3 replies

Rose-A
Rose-A
Level 10
May 5, 2021

It's good to see you hear from you today, dsruble13.

 

We're receiving reports that other users are getting this issue as well. We would like to inform you that this has already been escalated to our Engineering Team. While they do, I would advise you to get in touch with our QuickBooks Desktop Support.

 

This way our engineers can add your account information to the list of affected users and attach your case to the ongoing investigation (INV-58175). Any progress will be communicated via email.

 

As a way around, I'd suggest utilizing the Web Mail option in sending the emails that require a manual edit before sending for the meantime.

 

Please be reminded that our Support Team is available from 6:00 AM until 6:00 PM on weekdays, and 6:00 AM till 3:00 PM PT on Saturdays. Here's how to contact us:

 

  1. Go to https://quickbooks.intuit.com/learn-support/en-us/contact.
  2. Choose your QuickBooks Product.
  3. Select your QuickBooks version.
  4. Give a brief description of your issue and click Continue.
  5. Then choose a way to connect.

 

Here's an article on how to use the Web Mail feature in QuickBooks. Also, I'm adding a write-up on how to fix Outlook common issues:

 

Connect your email to QuickBooks Desktop.

Outlook is missing in QuickBooks Desktop Send Forms preferences.

 

Please extend your patience while we're working on the permanent fix. However, if you have other QuickBooks concerns, you can always leave a reply below and I'd be glad to answer them for you. Have a great rest of your day!

D
dsruble13Author
May 26, 2021

Today we installed quickbooks 2021.  I was hoping this would fix my outlook email issue I've been having but it did not.  Is there any word on this as to when engineering will  have this fixed?

Thank you in advance.

R
ReymondOModerator
Moderator
May 26, 2021

Thank you for getting back to this thread, @dsruble13.

 

I looked into our records and found out that the investigation associated with this thread is still open. Let me assure you that our engineers are now all hands on deck to immediately resolve the issue. This way, we can ensure that you're able to send your edited Outlook email. 
 

In the meantime, you can utilize the Web Mail option when sending emails. Here's how to set up webmail to work with QuickBooks:
 

  1. Go to QuickBooks Edit menu and select Preferences.
  2. Click Send Forms.
  3. Select Web Mail and Add.
  4. Fill out the Add Email Info and Click OK.
  5. To save your changes, select OK.

 

Also, please take note of the following before getting started:
 

  • Verify your webmail servers and port settings with your ISP.
  • Webmail providers require users to enable their account settings for two-step verification.
  • QuickBooks can auto-fill info for some of the most common providers.

 

For more details, check out this article: How to set up your email service in QuickBooks Desktop.

 

Don't hesitate to tag my name in the comment section below if you have other concerns or questions. I'm always ready to help.

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