Why doesn't quickbooks online use the largest email program outlook? So time consuming looking up emails all day

I understand how important efficiency is for a more productive workflow, @5146.

You can send emails from QuickBooks Online (QBO). To integrate Outlook with QBO, you can use a connector app. Here's how to find one:

1. In the left navigation panel, go to Apps.
2. Select Find apps.
3. Enter the app name in the search bar or select the Browse category dropdown menu to check out different apps.

After that, you can seek further assistance from Outlook support.

In case you want to email a sales form or report to multiple addresses directly from QBO, you can check out this article for more guidance: Email a sales form or report to multiple email addresses.

Please let me know if you have follow-up concerns related to emails. I'm always available to help.

I have searched "email" apps such as outlook nothing comes up.  It looks like I would need to create a google "contact" list of my customers or just keep looking up and typing in email address every time I need to send my customers employees estimates and purchase orders. Quickbooks desktop connected to outlook 365 and automatically filled in the email addresses once I started typing the address.

Hi there, @5146.

I recognize the importance of automatically filling in your customer's email address if you create a transaction for them. QuickBooks Online integration with Outlook email isn't currently unavailable. However, you can still achieve this goal, and I'm here to guide you how. 

We'll need to manually input each customer's email address in its customer profile once to automatically fill in the email address whenever you create a transaction.

Here's how:

1. Go to Customers & Leads in the left menu.
2. Select the Customers tab and choose a customer.
3. Click the Edit button.
4. Under the Name and Contact section, you can input that customer's email address in the Email box field.
5. Hit Save.

Repeat each step to configure each of your customers so that whenever you create a transaction, you'll no longer need to type the email as it will automatically fill.

You may also consider adding a sub-customer to track and create projects under the main customer.

You're always welcome to post here in the Community if you have further questions about QuickBooks Online app integration. We're always here to assist you.

No I did not get my answer AND.....  I sent an estimate email to a customer after I had to look it up their address.  I received an email from my customer stating if I was going to quote their materials.  I looked back quickbooks online states it was sent and I never received a "there is a problem" error on my home page notifying me the address was incorrect and still today two days later I do not have an error message.  

Hello there, 5146.

Allow me to chime in and provide some information why your customers aren't getting emails from QuickBooks Online (QBO). I'll also give some steps to troubleshoot this matter.

One reason is you may need to reset your email address. Here's how:

1. On your QBO account, click the Gear icon.
2. Select Account and settings.
3. On the Company tab, click the Edit button on the Contact info section.
4. Review each email address and make changes as needed.
5. Click Save, then Done.

If everything looks good, ask your customers to check their junk mail and spam folders. If it's still not found, clear and re-enter your email address. 

As a workaround, access your QBO account on another device. From there, send the estimate to your customer.

Additionally, you can also save the form as a PDF. Afterward, send it to your customer using another email client.

For more info on troubleshooting email issues, please feel free to browse this article: Troubleshoot if customers aren't receiving emails from QuickBooks Online.

In case you want to change what email address appears on your sales forms, here's an article on how: Change the email address your customers see in QuickBooks Online.

Don't hesitate to leave a reply below if you have more concerns about emailing in QuickBooks. I'm just one post away. Keep safe!

Do you understand what you just emailed me for a response.  The difference is desktop is easy and entry friendly.  The online program is more steps to get to one goal.  How would I tell all of my customers they now need to look in junk mail for my emails because I UPGRADED my accounting program.  Also, once I send the email how do I even know it went into their junk, I typed the mail address wrong or if they did receive it at all......  on desktop the emails are connected to your outlook, you can easily type a name which populates addresses, go back and double check to see if you sent it in your sent box and get an immediate response if you typed the wrong address.  The only way I can make sure my customers receive my emails now with online is to download to my hard drive, then go to their request email and email them a copy.  Yep, this is an upgrade.  If it was not for the fact I need my accountants help with quickbooks, I would have never switched.  I was much faster entering and process documents than I am now.  

It happened again yesterday.  I accidentally typed in the wrong email address and I still do not have an error message in my quickbooks.  My customer emailed me today angry he did not receive his quote.  I now have to download all documents and then go to my outlook and send.  This is the only way I can see the email was sent (in case i forgot) and if it was and error.   I do not believe there is a way to see if an email was sent through quickbooks online?  Sometimes I am so busy I can't remember if I sent the item.  In desktop I was able to go to my outlook type in the invoice, quote, purchase order number and see that it was sent or not sent.

Thank you for getting back to us, @5146. We appreciate your additional information on why your customers aren't getting emails from QuickBooks Online (QBO).

If your customers are still unable to receive their estimates, you can refer to this article for the fixes: Solutions when customers aren't getting your emails.

On the other hand, I have the needed solution to make sure your customers will get your emailed estimates from QuickBooks Online (QBO).

Here's how:

1. Sign in to your QuickBooks Online (QBO) account.
2. Go to Sales from the left menu, then select Estimates.
3. Select the estimates you want to send.
4. On the drop-down arrow, click on Send.

Moving forward, you can send yourself a copy of your transactions by going to your Accounts and Settings. Here are the steps:

1. Click on the Gear icon, choose Accounts and Settings.
2. Click on the Sales tab.
3. Under Messages, tick on Email me a copy, click on Save.

We always value the views and opinions of our users, as this can help us develop a product that suits their business needs.

We understand how the feature easily accesses your email in sending estimates with additional information. Unfortunately, the function you are trying to access isn't available in QBO online. However, you can submit a feature request to our product developers to consider adding it in future software updates. Here's how you can do it:

1. Click the Gear icon and choose Feedback.
2. Enter your comments or suggestions.
3. Select Next to submit.

Our product engineers will consider your suggestions, and you can always check the status of your request through this link: QuickBooks Online Customer Feedback.

For more info on troubleshooting email issues, I've added this article to your guide: Solutions When Customers Aren't Receiving Emails.

In addition, after a customer pays the invoice, QuickBooks downloads the latest transactions and matches them with what you've already entered in QuickBooks. To learn more about the process, consider checking out this article for more information: Categorize And Match Online Bank Transactions In QuickBooks Online.

Feel free to reach out if you need anything else about receiving email in QuickBooks. I can help you anytime. Please take care and enjoy the rest of the day!