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Community Contributor *

Unable to send invoice by email

QB 2016 Desktop PRO

Windows 10*

Office 365 installed on desktop (not using online version)*

*New computer, so these two items are new

 

When attempting to send an invoice via email, I get an error box: "Incorrect credentials or Gmail settings" with options to re-enter password, email address, OK or cancel.

 

Have made sure that Outlooks is my default email in Internet Explorer, QuickBooks, and Windows 10.

 

When I go to Preferences ->Send Forms I currently have selected "Web Mail providers" - we use Outlook 365/Outlook Exchange through Comcast. This has worked until this recent upgrade. If I try to chose Outlook as my mail program, I get the message "Install Outlook Client on your system to select this option".

 

Outlook, by itself, works fine.  If I try to send a pdf from Word via email, that works fine. So I know the problem is not with Office 365.

Solved
Best answer 04-04-2019

Accepted Solutions
Community Contributor *

Re: Unable to send invoice by email

contacted Comcast for a little help too and solved the problem: 

 

Selected WEBMAIL (not Outlook/Outlook Express option)

 

Correct SMTP setting  for Comcast is:       smtp.office365.com   Port: 587

 

 

9 Comments
Moderator

Re: Unable to send invoice by email

Good to see you here in the Community, agrozier.

Let me lend a helping hand with sending invoices via email in QuickBooks Desktop.

 

There are a few possible reasons why this is happening:

 

  • The email preference being set incorrectly.
  • A damaged QuickBooks installation.
  • Domain admin was blocked.
  • Account security settings from your email provider.

To better isolate the issue, as an initial step, let's make sure your QuickBooks Desktop software is in its latest release.  Once done, you can check the web mail's settings in the preferences.

 

Here's how:

 

  1. At the top menu bar, click Edit.
  2. Choose Preferences.
  3. Click Send Forms on the left panel.
  4. Under My Preferences tab, select the email account you're using.
  5. Click Edit.
  6. Mark the SSL box, or just select Default.
  7. In the Server Name field, make sure the server name matches your email provider's settings.

You can check out these recommended articles for more details:

 

Should you need more help with sending invoices via email, please let me know. I'm more than willing to lend a hand.

Community Contributor *

Re: Unable to send invoice by email

I have verified that QB is the latest release.

 

Webmail settings: I have checked off Webmail. We use comcast for email provider.  Have verified that settings are correct.  This is the setting we were using before this recent hardware/operating system upgrade and it worked fine.

 

Oddly enough, Comcast uses Outlook.  So instead of using the Webmail option, I try to use Outlook/Outlook Express option.  However, as I said initially, it brings up an error box that says "Install Outlook Client on your system to use this option".  Outlook IS installed on my system and is working fine by itself.  How would I separately install an "OUTLOOK CLIENT" that QB can see??

 

Community Contributor *

Re: Unable to send invoice by email

Also just tried pointing QB to a different webmail address (to take Comcast/Outlook out of the equation), so pointed QB to an alternate GMAIL address.  Same problem.  

 

If I click on the "these steps" on this second picture, it takes me to 

Webmail setup 04 04 19.jpg error when sending invoice via email 04 04 19.jpg

Community Contributor *

Re: Unable to send invoice by email

contacted Comcast for a little help too and solved the problem: 

 

Selected WEBMAIL (not Outlook/Outlook Express option)

 

Correct SMTP setting  for Comcast is:       smtp.office365.com   Port: 587

 

 

QuickBooks Team

Re: Unable to send invoice by email

Hi there, agrozier.


I appreciate you for sharing the information on how you resolved the issue about unable to send an invoice by Comcast email. This resolution will surely help other users who encounter the same problem. 

 

You may want to visit these articles for your future reference:

Please know that you're always welcome to post again if you have any other concerns with your QuickBooks. The Community team will always here to help. Wishing you and your business continued success. 

Not applicable

Re: Unable to send invoice by Outlook email

Today I learned from Level2 Support that the error "Outlook not installed" "Install Outlook client on your system to select this option",  even when Outlook is sitting in plain view, can happen if the Outlook is not "installed locally (from a CD/DVD)". If the Outlook is web-installed, "sometimes" QuickBooks will not recognize it. In that event, configure the sender(s) email address and password with the third option "Add".

Not applicable

Re: Unable to send invoice by email

Today I learned from Level2 Support that the error "Outlook not installed" "Install Outlook client on your system to select this option",  even when Outlook is sitting in plain view, can happen if the Outlook is not "installed locally (from a CD/DVD)". If the Outlook is web-installed, "sometimes" QuickBooks will not recognize it. In that event, configure the sender(s) email address and password with the third option "Add".

Not applicable

Re: Unable to send invoice by email

I too am unable to email invoices through Quickbooks.  This always worked but recently is not working.  I use Office 365 and the desktop Quickbooks Pro.  I am able to send & receive email using Outlook, just not working when trying to email through Quicbooks.  I haven't changed or done anything different to this computer. Please help. Thanks

 

QuickBooks Team

Re: Unable to send invoice by email

Hello ss2019,

 

Welcome to the Community. I'm here to lend a hand with your concern about emailing invoices in QuickBooks Desktop.

 

Our QuickBooks system is currently compatible with the Office 365 program as long as you install it locally on your computer. Before you perform any troubleshooting steps, let's also make sure you have the latest release to ensure you have all the new updates and features.

 

For more insights into the list of supported software, you can check the system requirements through this article:

 

System requirements for QuickBooks 2019 and Enterprise Solutions 19.0.

 

If you're still unable to email within QuickBooks, you can also run a repair for the Office 365 program. For your guidance, please visit this support link:

 

Repair an Office application.

 

In case all fails, I recommend reaching out to our Support Specialists this time. They'll be able to check further why you're unable to send them over since there are no changes made from your end.

 

Here are the steps:

 

  1. Open QuickBooks Desktop.
  2. Click the Help tab at the top menu bar.
  3. Click QuickBooks Desktop Help.
  4. Click the Contact us hyperlink.

Let me know if you need anything from regarding the software compatibility. I'm always up to lend a hand.

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