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TwoBulls
Level 1

Emailing invoices to Windows Outlook

Sometimes when emailing invoices via Outlook, I get a message that says email cant be sent to outlook and I need to close windows inside outlook and retry. This happens even when there are no windows open in outlook other than the program itself.

 

Any suggestions?

2 Comments 2
RazzieE
QuickBooks Team

Emailing invoices to Windows Outlook

I've got some troubleshooting steps you can perform to ensure you'll get to send your email to Outlook, @TwoBulls

 

The error message "QuickBooks is unable to send your email to Outlook" can be caused by a setting issue. This can be resolved by editing your admin privileges or adjusting your email preferences and ensuring that both QuickBooks and Outlook are properly configured to work together. Here are the steps you can do:

 

Step 1: Edit your admin privileges

 

  1. Close your QuickBooks Desktop.
  2. Open the Window Start menu.
  3. Type QuickBooks into the search, then right-click the QuickBooks icon and choose Open file.
  4. In the folder, right-click the QuickBooks.exe file and select Properties.
  5. Click the Compatibility tab.
  6. Select to uncheck the Run this program as Administrator option. If the option is grayed out, select Show Settings for All Users. This makes the option available.
  7. Choose Apply and then OK.

 

Open your QuickBooks Desktop (QBDT) and try to send a test email or transaction. If the issue persists, move on to step 2.

 

Step 2: Edit your email preferences in QuickBooks

 

  1. In QuickBooks, go to Edit and then choose Preferences. If you're using Microsoft Outlook with Microsoft Exchange Server, open and sign in to Outlook before you proceed.
  2. Choose Send Forms, then navigate to My Preferences.
  3. Select Outlook as your email option and then OK.
  4. Send a test email from QuickBooks. 

 

If you still see an error, toggle your preferences.

 

  1. Open the Edit menu, then choose Preferences.
  2. Select Send Forms and go to the My Preferences tab.
  3. Choose QuickBooks E-mail or Webmail, then click OK to toggle your preference off.
  4. Repeat the steps, but this time return to the My Preferences tab and select Outlook, then click OK.
  5. Close QuickBooks and all other open programs.
  6. Restart your computer.

 

If the error persists, you can proceed to this article for Step 3 and Step 4.

  

Additionally, you can explore this article to: Reauthorize QuickBooks Desktop to use Outlook and Gmail.

 

You can check out this article to learn how to update your QBDT email: Update the email address you use for QuickBooks Desktop.

 

You're always welcome in the Community space should you need further assistance in QBDT. We'll do our best to assist. Take care.

Chrea
Level 8

Emailing invoices to Windows Outlook

@TwoBulls 

Which QB Desktop year version?

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