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Level 2

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

Best Answers
Highlighted
Level 2

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

 

 

View solution in original post

25 Comments
Highlighted
Moderator

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.

Highlighted
Level 2

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??

 

Highlighted
Level 2

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

Highlighted
Level 2

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

 

 

View solution in original post

Highlighted
QuickBooks Team

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. 

Highlighted
Level 1

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".

Highlighted
Level 1

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".

Highlighted
Level 1

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

 

Highlighted
Moderator

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.

Highlighted
Level 2

Unable to send invoice by email

For the past few days it has not been possible to send forms from QuickBooks. I use a gmail account that is correctly stored in QuickBooks and I  have been sending reports and invoices from QuickBooks for years - except when it needs to be adjusted again like here!

 

Error Message: 

Sign in with Google temporarily disabled for this app

This app has not been verified yet by Google in order to use Google Sign In.

 

Hopefully QuickBooks will get in touch with Google/Gmail and get it approved again!

 

Thank you

Highlighted
Moderator

Unable to send invoice by email

Hello @LaSw,

 

Currently, we have an on-going issue where users, like you, received the error message saying "Sign in with Google temporarily disabled for this app. This app has not been verified yet by Google in order to use Google Sign In" when sending your transactions.

 

Rest assured that we have already informed our product engineers and they're in all hands working to fix this as soon as possible.

 

If you haven't yet, you may need to perform some troubleshooting steps so you can get back on track in sending your transactions. You can read this article to do so: Fix Webmail Password Issues in QuickBooks Desktop.

 

In addition, I'd recommend contacting our Customer Care Support. This way, you'll be added to the list of affected users. To do so:

  1. Go to Help.
  2. Select QuickBooks Desktop Help.
  3. Enter Unable to Send Transaction in the Tell us more about your question: field.
  4. Click Search.
  5. Select Message Us.

Once you've been added to the list, you'll receive all available updates about this issue through your email.

 

In case you need some related articles in managing your transactions, you can visit our Income and Expenses page for reference.

 

We appreciate your patience while we're working on this. Please let me know in the comments section down below if you have any other concerns.

Highlighted
Level 1

Unable to send invoice by email

I too am getting this password issue out of nowhere now, although I use G-mail for all my invoices.  I have double checked my password and it continues to say that it is not correct. This is highly aggrivating since I have invoices to send immediately.  Please help - [email address removed]

Highlighted
Moderator

Unable to send invoice by email

Thanks for joining this thread, Sonny.

 

The investigation about the error when sending an invoice by email is still in progress. Since you've already tried all the troubleshooting steps recommended by my colleague JonpriL, I suggest contacting our QuickBooks Care Team if you haven't. They can add your company details to the list of affected users and get notified via email for the updates of the investigation.

 

Instructions on how to reach us are provided above. You can also have this investigation number INV-38793 as your reference. We'll be also updating this thread once we receive progress of the current investigation.

 

Feel free to reach back to me if there's anything else you need to know about QuickBooks. Have a wonderful day ahead!

Highlighted
Level 1

Unable to send invoice by email

I am Also un able to send emails thru quickbooks wrong password but it is the right password. PLease help

 

Highlighted
QuickBooks Team

Unable to send invoice by email

Hi there, @Kimba22.

 

At this time, the issue of sending emails through QuickBooks is still on-going. Rest assured that our product engineers diligently working for a fix.

 

As a workaround, you can follow the troubleshooting steps shared by my colleague JonpriL to fix the password issue.

 

To ensure you'll get an update about the resolution status, I recommend reaching out to our Customer Support Team again. They have to collect personal data to add your company to the list of affected users and provide this investigation number for easy tracking: INV-38793.

 

To reach them, go to the Help menu, then select QuickBooks Desktop Help to talk with a live agent.

 

If you have any other questions, feel free to comment below. Thank you for your patience while we're working on this.

Highlighted
Level 3

Unable to send invoice by email

I am unable to send emails through the "Exchange Accounts" only.  I receive the error message attached 2 times.  One for each Exchange Account. I did the following so please do not suggest again.  The only thing that works is creating a new profile and not including the Office 365 Exchange Accounts.  I created a profile with a gmail account and it works. 

 

Attempted Software Repairs

Reinstalled Office

Created a new profile

Reinstalled Office 365

Highlighted
QuickBooks Team

Unable to send invoice by email

Thanks for joining us here in the Community, @SoftwareTeacher.

 

To help verify why you're unable to send emails through the Microsoft Exchange Account, I recommend contacting the Customer Support Team. This way, they'll be able to check the account setup and determine the root cause of this issue, since you already tried some troubleshooting steps. 

 

To add up here are some links that you can visit about connecting an email server and fixing its error in QuickBooks Desktop for reference:

I've got your back if there's anything else you need. I'll make sure you're all set. Have a good one!

Highlighted
Level 3

Unable to send invoice by email

HOW COULD YOU MARK THIS SOLVED?  This is not been solved!

Highlighted
Level 1

Unable to send invoice by email

I have been having a problem with sending emails through QB for months. I updated my QB and Outlook and still my IT people cannot get it to work properly.... My issue is that when I boot up QB in the morning and want to send an email from a customer account it locks up. I have to use task manager and shut down QB and then power it up again and it works.. This happens every day.. it is so time consuming and ridiculous. I am set up with webmail with a password. Because when I do bulk emails for billing many customer never receive the email because it thinks it spam. So i am set up on a secure email system through outlook........ Please HELP...

Highlighted
Moderator

Unable to send invoice by email

Good day, bayside63.

 

Most of our QuickBooks Desktop users have been getting the same issue as yours when sending an email through Outlook. This has been reported to our product engineers.

 

They are still investigating the root cause of this issue and working on it to find a permanent fix. In this case, I recommend contacting our QuickBooks Technical Support Team, so you'll be added to the list of affected users.

 

  1. Go to this link https://help.quickbooks.intuit.com/en_US/contact.
  2. Select QuickBooks Desktop and click on Continue as a guest.
  3. Choose the version of QuickBooks you're using.
  4. Select a topic.
  5. Click on Start a Message.

Let me share this link in case you want to learn more about managing customer-related transactions in QuickBooks: Accounts Receivable workflows.

 

Thanks for your patience while we work on this with the utmost urgency. You can always leave a comment below if you have any other concerns. We'll be here to keep helping.

Highlighted
Level 1

Unable to send invoice by email

Att not in drop down choice for providers

Highlighted
QuickBooks Team

Unable to send invoice by email

Thank you for leaving a comment, @rcgotts.

 

There are only certain emails that work with secure WebMail in QuickBooks Desktop. That's the reason why it isn't appearing in the drop-down menu when setting up your email.

Here's a list of supported emails per QuickBooks version:

 

  • For QuickBooks 2019 and 2020: Available for Gmail, Yahoo Email, Windows Mail, Hotmail, and AOL. (Mozilla Thunderbird Email Client*) *Supports plain text version in Mozilla.
  • QuickBooks 2018: Available for Gmail and Hotmail/Live users.
  • QuickBooks 2017 R5 and newer: Available for Gmail users. Not available on earlier versions.

 

However, it's possible to manually add an email provider in QuickBooks Desktop. But you'll need to contact your email provider for the Server Name and Port number that needs to be used to set it up.

I'll guide you how to manually add email provider:

 

  1. Go to Edit.
  2. Choose Preferences.
  3. Select Send Forms.
  4. Under Company, tick the WebMail.
  5. Click Add.
  6. Pick Others under the Email Provider.
  7. Enter the Server Name and Port and a valid Email address.
  8. Hit Ok.

 

You'll also want to learn about common errors in sending emails in QuickBooks Desktop: Fix Common Errors in Sending Emails QuickBooks Desktop. 

 

Get back here in the Community if you've got some concerns. I'll be more than glad to help. Have an awesome day!

Highlighted
Level 1

Unable to send invoice by email

They are making you upgrade to the newest version.  I don't understand how that is even legal!  Apparently you can only use a version for so long, then with a newer version some things don't work so you "have to update Quickbooks".  Good way to get another $200. or more dollars from you.  What would happen if your car stopped running after 4 years, and they said you need a new one now to be able to drive?  Or your cell phone stopped working, or any other software?  Seriously, How this this legal.  Someone needs to ask a friend of theirs who's an attorney about this!!!

Highlighted
Level 1

Unable to send invoice by email

Is this still ongoing, we are also now... not able to email from within QB Desktop.

Webmail

Other

outlook.office365.com

587, SSL

 

-- Outlook/Office updated to latest. QB2020 also

Any help would be appreciated, thank you John

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