Emailing to Outlook

Thanks for bringing this to our attention, @edvall.

As per checking, we have an ongoing investigation about QuickBooks Desktop (QBDT) being unable to send emails to Outlook. We have identified an issue with the early preview builds of Office 365 version 2402 build 17328.20068, and later. If you're part of the Microsoft Insider program and have access to Office 365 updates, you're using Outlook builds that are being tested and could cause problems with third-party programs such as QBDT. 

As a workaround, you can set the QBDT Preferences to Webmail and choose a different email provider. Here's how:

1. Go to Edit and select Preferences.
2. Click Send Forms.
3. Select the Webmail radio button.
4. Click Add.
5. Choose a different email provider, then fill out the Add Email fields.
6. 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 that, open the invoice, click the Print dropdown, then Save as PDF.

We also recommend consulting an IT professional to get the latest public release of Office 365, which is version 2401 build 17231.20236. To find your build number, open Outlook, select File, click Office account, then About Outlook.

While the investigation is ongoing, I suggest contacting our customer support team to add you to the list of affected users. This way, you'll receive email updates about the status of the investigation. 

Furthermore, you can create custom templates for forms, such as invoices, to modify how they look and what information to include.

Keep in touch if you require further guidance about sending invoice emails in QBDT. The Community team is here to help whenever you need it. Stay safe.

Our Microsoft 365 is up to date and Outlook is the only email provider our company uses.   Can you tell me if there are similar problems with QuickBooks Online & MS365?  We have been contemplating upgrading but need to know if that will resolve the Outlook issue.

Thanks so much for your reply.

Thank you.  Can you please tell me if upgrading to QB Online will resolve this issue without MS365 & Outlook? 

Thank you. 

1. Go to the Gear icon. Then, Account and settings.
2. Choose Company. Go to Contact info and set up the Company email using the company's Outlook account. Afterward, tick the Same as the company email box beside the Customer-facing email.
3. Once done, click Save. Then, Done.

Are you saying that QuickBooks in any form is no longer compatible with Office 365/Outlook?  If so this is a serious problem for our company.   Extremely disappointing.  

I found the same issues with my QB and then I found a 3rd party app that helped me get around these issues and still use my QB desktop. The app is called SmartCart360 and it has allowed my company to run in a mobile environment while emailing & texting invoices, estimate and payments. 

Bryan_M,

Where are we doing this at? I'm in my QBDT and I'm not seeing "Office Account" under 'FILE'.

1. Select File. Then, Office Account.
2. Click the Update Options.
3. Then, Update Now.

Thanks for joining us here, Pilerman. I'd like to offer my help to resolve the error when emailing transactions from QuickBooks. 

I'd like to clarify and confirm that the steps mentioned in the latest reply refer to updating the Office application. It means that they need to be performed through your Microsoft 365 or Office account, and not within QuickBooks itself.

For more detailed guidance, please refer to these articles from Microsoft's support site:

• Install Office Updates
• Unable To Send Emails From QuickBooks Using Outlook Desktop After Update To Version 2402

Allow me to share these articles as well for additional guidance and resources: 

• Outlook Cannot Log On When Emailing In QuickBooks Desktop
• Fix Outlook Is Missing In Send Forms Preferences

Don't hesitate to visit us again if you need anything else when sending out transactions and doing business in QuickBooks, Pilerman. The entire Community is always here to make sure everything is taken care of. 

Since we upgraded QB Desktop our outlook will not send emails from QB. I have contacted them about this issue several times and had our IT person look at it. However it is still not working. I may look in to another software program. Are there any recomendation? What about SAGE?

I'm here to ensure your client can successfully send email using the updated Outlook in QuickBooks Desktop (QBDT), Denise2408.

Previously, we have received reports that users can't send emails through our program using Outlook after the update. Fortunately, Windows has released a solution to this problem. The latest Outlook update is now compatible with QBDT. I'll guide you through the update.

Beforehand, ensure you're on the latest version of QBDT so these programs can work together seamlessly. Once done, follow the steps below to update your Office Account.

1. Open a Command Prompt (right-click, Run as administrator). 
2. Type and paste this registry command and press Enter: reg add HKLM\Software\Policies\Microsoft\office\16.0\common\officeupdate /v updatebranch /t REG_SZ /d Current 
3. Go to File, then Office Account. Once there, click the Update Options, then Update Now.
4. Finally, close your Outlook until the channel change is complete. 

Moreover, to switch back to the Current Channel Preview later, use the same steps with the registry key in the article.

For more information on these steps, visit this article that contains workarounds if you encounter issues: QuickBooks using Outlook Desktop after updating to Version 2402.

You may also consider contacting Microsoft or an IT professional for assistance with fixing Microsoft Outlook.

If you need further assistance with sending an email using Outlook, please don't hesitate to click the reply button and let us know. We're always ready to help you.