Emailing sales order or locks up the rest of QB and Outlook until sent. Work-around?

Let’s get this problem resolved, John.

You can run Quick Fix my Program from the QuickBooks tools to repair your program. It's designed to fix issues on functionalities that aren't working. Before that, you’ll want to download and install the QuickBooks Tool Hub.

Here’s how:

1. Close your QuickBooks account.
2. Download the most recent version of the QuickBooks Tool Hub, then save the file somewhere you can easily spot it.
3. Open the file you downloaded (QuickBooksToolHub.exe).
4. Pay heed to the onscreen prompts to install, then agree to the terms and conditions.
5. When the installation completes, click the icon on the Windows desktop to open the tool hub.

Then, performs the steps below to repair your QuickBooks.

1. In the QuickBooks Tools Hub, select Program Problems.
2. Click Quick Fix my Program.
3. Try to email your sales orders, then check if you can select anything.
   

You can use this guide if you want to send forms by batch in the future: Email sales forms, invoices, and statements in QuickBooks Desktop. It includes steps to add multiple customer contacts to your batch emails.

Moreover, if you need resources and tips to manage your company files, you can visit our Support page to learn. It has more insights to handle your business essentials.

Please don’t hold back to drop a comment if you have any other questions or concerns besides emailing sales orders. I’d be glad to provide you further assistance. Take care always!

Good morning Madelyn,

Thank you for your reply.  Let me give you some clarifying details:

I can email sales orders just fine.  I ran the tool hub as you suggested, no issues discovered.  What I am sure I'm experiencing is an annoying nature of the product that looks easy enough for your team to fix. 

The problem is this: when I email a sales order to a customer, once the email is created I am unable to access any other window in QB or Outlook until I push Send.  QB was programmed to lock us out of QB and Outlook until that email is sent.  I am asking you to change the program.  It has been this way for the full 20 years that we've used it, and makes my ability to communicate with customers more difficult.

Thank you.

Thanks for getting back and adding a clarification, @John at CSC.

Upon checking, I can verify that we're getting the same result. Once you're in the process of emailing sales receipts, QuickBooks won't allow you to click any menus until it's completely sent.

Our QuickBooks team strives to provide excellent customer service and deliver customer satisfaction at all times. I want you to know that we value your feedback, and it would be a big help to improve the service and your QuickBooks experience.
 

I can see how this option would be helpful for you and your business. Therefore, let me take note of this as a suggestion to improve your QuickBooks experience.
 

You can also feedback to our product developers so they can review it. Simply follow these steps:

1. Click the Help menu and select Send Feedback Online.
2. Choose Product Suggestion, then enter the details of your concern.
3. Select Send Feedback and click Close Window.

Creating a sales order is part of your usual A/R workflow in QuickBooks Desktop. To see the complete list of workflows and other customer-related transactions, refer to Accounts Receivable Workflows.

If you have any other concerns, feedback, or questions, don't hesitate and come back to the Community. I'm always here to help you. Have a great day.