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DebC-TSB
Level 3

Cannot email invoices in Multi-User mode? Can email all else in MUM. Invoices can only be emailed in SUM (single user mode)? Cloud based. QB Premier 2020 with Avalara.

 
Solved
Best answer August 10, 2023

Best Answers
JamesAndrewM
QuickBooks Team

Cannot email invoices in Multi-User mode? Can email all else in MUM. Invoices can only be emailed in SUM (single user mode)? Cloud based. QB Premier 2020 with Avalara.

I'm here to share information that could help you get through this.

 

Let us check how we can configure your Quickbooks Desktop for multi-user access so that other workstations can have access to your company files.

 

To ensure the smooth sharing of your company files over your network, we suggest storing them on the local hard drive of your server computer. Additionally, it is important to enable folder and Windows access permissions so that workstations can access and collaborate on your clients' files. Here is how to do it:

 

  1. Right-click the folder that carries the company file.
  2. Go to Properties, then select Security and Edit.
  3. Choose QBDataServiceUserXX and then click Full Control.
  4. Press Allow.
  5. Click Apply, and then press the OK button.

 

Once done, follow the instructions below:

 

  1. Press Windows + E keys to open File Explorer.
  2. Find and right-click the folder containing your company files.
  3. Move to PropertiesSharingShared Add.
  4. Choose the corresponding QBDataServiceUserXX for your version.
  5. Set the permission level of both users to Full Control and Share.

 

You can refer to this reference for instructions on the entire process: Install QuickBooks Desktop on a server.

 

However, if the issue persists, I recommend contacting our Technical Support Team. A specialist will look up your account and will further assist you via a secured remote access session. Follow these steps:

 

  1. Go to Help.
  2. Choose QuickBooks Desktop Help.
  3. Click on the Contact Us link.
  4. Choose Search for something else.
  5. Type in a keyword about your concern.
  6. Hit Submit.
  7. Click on the Start a Message button.

 

I will also leave this article that might come in handy in the future: How to fix Error H202 and H505.

 

Please do not hesitate to inform me if you require further assistance regarding QuickBooks-related concerns. I wish you all the best and take care.

View solution in original post

8 Comments 8
AlexV
QuickBooks Team

Cannot email invoices in Multi-User mode? Can email all else in MUM. Invoices can only be emailed in SUM (single user mode)? Cloud based. QB Premier 2020 with Avalara.

Let's fix it together, DebC-TSB.

 

The QuickBooks File Doctor is a tool that determines and fixes any errors on your company file. We can run this so we can resolve the email issue. In addition, let's make sure that we successfully set up folder and Windows access permissions. This can also be the reason why you're unable to send the invoices in multi-user mode.

 

Also, let's check your QuickBooks Database Server Manager (QDSM) if it's updated. Any error with QDSM can also prevent the other users to send invoices in Multi-User mode.

 

You'll want to temporarily send the invoices via single-user mode if the same thing happens. Then, please reach out to our Technical Support so they can check the reason for this. Simply go to Help QuickBooks Desktop Help > click Contact us.

 

Comment below if you have more questions. I'll be here to assist you.

GPAUSA
Level 2

Cannot email invoices in Multi-User mode? Can email all else in MUM. Invoices can only be emailed in SUM (single user mode)? Cloud based. QB Premier 2020 with Avalara.

I was just wondering if you were ever able to find a fix for this issue.  We have been experiencing the same thing and have tried several file repairs, and even switching our file from one cloud based server to another in case the issue was with the first cloud provider.  Nothing seems to work.  Everything functions just fine in single user mode, but with multi-user mode, nobody can send invoices, but estimates and other files can send without a problem.

LieraMarie_A
QuickBooks Team

Cannot email invoices in Multi-User mode? Can email all else in MUM. Invoices can only be emailed in SUM (single user mode)? Cloud based. QB Premier 2020 with Avalara.

Hi there, @GPAUSA.

 

To better understand the situation, could you please provide more details about the specific error message or behavior you encounter when trying to send invoices in multi-user mode? Any additional information you can provide about the error message, error codes, or any peculiar behavior will help in identifying the root cause and potentially finding a solution.

 

Thank you for your cooperation. I'm here to assist you further!

GPAUSA
Level 2

Cannot email invoices in Multi-User mode? Can email all else in MUM. Invoices can only be emailed in SUM (single user mode)? Cloud based. QB Premier 2020 with Avalara.

There is no error message.  The little blue wheel starts spinning like it is going to send the message, but then it just disappears.  We wait a while, hit the send button again, and the same thing happens, no matter how many times we try.  We never get the "mail has been successfully sent" message.

JamesAndrewM
QuickBooks Team

Cannot email invoices in Multi-User mode? Can email all else in MUM. Invoices can only be emailed in SUM (single user mode)? Cloud based. QB Premier 2020 with Avalara.

I'm here to share information that could help you get through this.

 

Let us check how we can configure your Quickbooks Desktop for multi-user access so that other workstations can have access to your company files.

 

To ensure the smooth sharing of your company files over your network, we suggest storing them on the local hard drive of your server computer. Additionally, it is important to enable folder and Windows access permissions so that workstations can access and collaborate on your clients' files. Here is how to do it:

 

  1. Right-click the folder that carries the company file.
  2. Go to Properties, then select Security and Edit.
  3. Choose QBDataServiceUserXX and then click Full Control.
  4. Press Allow.
  5. Click Apply, and then press the OK button.

 

Once done, follow the instructions below:

 

  1. Press Windows + E keys to open File Explorer.
  2. Find and right-click the folder containing your company files.
  3. Move to PropertiesSharingShared Add.
  4. Choose the corresponding QBDataServiceUserXX for your version.
  5. Set the permission level of both users to Full Control and Share.

 

You can refer to this reference for instructions on the entire process: Install QuickBooks Desktop on a server.

 

However, if the issue persists, I recommend contacting our Technical Support Team. A specialist will look up your account and will further assist you via a secured remote access session. Follow these steps:

 

  1. Go to Help.
  2. Choose QuickBooks Desktop Help.
  3. Click on the Contact Us link.
  4. Choose Search for something else.
  5. Type in a keyword about your concern.
  6. Hit Submit.
  7. Click on the Start a Message button.

 

I will also leave this article that might come in handy in the future: How to fix Error H202 and H505.

 

Please do not hesitate to inform me if you require further assistance regarding QuickBooks-related concerns. I wish you all the best and take care.

DebC-TSB
Level 3

Cannot email invoices in Multi-User mode? Can email all else in MUM. Invoices can only be emailed in SUM (single user mode)? Cloud based. QB Premier 2020 with Avalara.

Thank you James.

 

We've been dealing with this issue for a very long time. Thank you for your help. We can finally all work in QB.

JaeAnnC
QuickBooks Team

Cannot email invoices in Multi-User mode? Can email all else in MUM. Invoices can only be emailed in SUM (single user mode)? Cloud based. QB Premier 2020 with Avalara.

Thanks for getting back to us, @DebC-TSB.
 

We're happy to hear that the resolution shared by my colleague, @JamesAndrewM, above was able to resolve your concern regarding emailing invoices in multi-user mode. If you need additional assistance with QuickBooks Desktop (QBDT), please don't hesitate to visit the Community. We're always here to help everyone.
 

Stay safe and have a great rest of the day!

DebC-TSB
Level 3

Cannot email invoices in Multi-User mode? Can email all else in MUM. Invoices can only be emailed in SUM (single user mode)? Cloud based. QB Premier 2020 with Avalara.

Been struggling with this since 2018. 5 years. QB Engineers, Avalara tech support. hours and hours of attempts. At last! No more... "are you done with invoicing?", "When can I log in?"

 

You have no idea how frustrating this issue was!

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