Hi Docchevalier, there are multiple checklists that you need to review to fix these issues. Let's break it down by first checking the Microsoft Office 365.
QuickBooks Desktop (QBDT) has traditionally been a 32-bit application. If your client is using 64-bit Outlook, the connection between the two often hangs or crashes.
To fix this, please follow these steps:
- Open Outlook.
- Click File, then select Office account, and then About Outlook.
- If it says 64-bit, uninstall Office and reinstall the 32-bit version.
For more details about the checklist, why QuickBooks is unable to send email to Outlook, proceed to Steps 1-5 in this article: How to fix "Error: QuickBooks is unable to send your email to Outlook".
As a workaround, you can set the QBDT Preferences to Webmail and choose a different email provider. Here's how:
- Go to Edit and select Preferences.
- Click Send Forms.
- Select the Webmail radio button.
- Click Add.
- Choose a different email provider and then fill out the Add Email fields.
- Click OK to save your changes.
Alternatively, you can save the invoice as a PDF and manually email it to your Outlook account. To do this, open the invoice, click the Print dropdown, and then select Save as PDF.
Get back to us if you need assistance with sending invoice emails in QBDT. The Community team is available to help whenever you need it. Stay safe.
