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Cannot email forms (receipts, invoices) to my clients

Intuit rep,


In the last few days, I have had to separate my Yahoo! Small Business email address from my personal account (they were previously linked).  This required me to have a new password for my professional email account, which is the one I use in Quick Books/Intuit.  It is [email address removed]    At the same time, I am not able to now send my clients their Sales Receipts and Invoices, and I suspect I have to change the password with you guys for that to begin working again.


Thanks, in advance, for help in doing this as I'm getting behind in getting things out through QB via email to my clients.


~ Dan

Dan Gill Therapy LLC

Evanston, IL

1 Comment 1

Cannot email forms (receipts, invoices) to my clients

Hi there, @Dan79.


It's nice to see you here in the Community. I'm here to help make sure that you can send sales receipts and invoices in QuickBooks Desktop (QBDT).


First of all, I appreciate you providing the complete details of your concern. Just to confirm, did you receive any error messages when trying to send those sales receipts/invoices? If so, 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.


As an initial troubleshooting step, let's make sure that your QBDT is updated to the latest version. After that, ensure that the webmail's preferences match the server name of your email provider's settings. Here's how:


1. Go to Edit menu at the top, then pick Preferences on the drop-down.
2. Select Send Forms on the left pane, then go to My Preferences tab.
3. Choose the email account you're using, then click Edit.
4. Mark the SSL box or select Default, then In the Server Name field, make sure the server name matches with your email provider's settings.


Once done, try to create and send a test sales receipt or invoice to double-check. For your reference, you can also check out these articles for further guidance:



That should get you pointed in the right direction. Please comment below to let me know how things look after giving this a try or if you're referring to something else. I'm only a few clicks away if you need further assistance. Have a great rest of the day!

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