Hi, did you get this resolved? And how?! I keep sending invoices from my personal email address and then clients email me to that account at all times of the day/night!
Hey there, @Willow Grey Interiors.
Allow me to guide you on how you can set up another email address as a default on the QuickBooks preferences.
To do this, let me walk you through the steps:
That's it! Your customers will email you using the email address set on the template.
Feel free to leave a comment if you have other concerns. I'll be sure to get back to you.
Looks like a QuickBooks programming bug to me...
I've had the correct email address set up in the BCC field under:
Edit > Preferences > Send Forms > Company Preferences
However, when I Email an Invoice, Outlook opens with the attached PDF invoice, but the Email Send From address is not what is setup above, it's one of my other 10 email accounts that I have set up in Outlook, and it's not even the default email account I use for Outlook.
I shouldn't have to manually change the 'Send From' email address for every single invoice I want to send from Quickbooks.
Any solutions for this problem?
Hi there, @ imagemarket.
I appreciate you following the steps above provided by my colleague so you can send an email invoice using your default email address.
Allow me to share other solution to set up a default email address when sending forms via Outlook. You can use Internet Explorer and reset your email preference from there.
1. Close QuickBooks account.
2. Open the Internet Explorer.
3. Select Tools then the Settings menu and then Internet options.
4. Click the Programs tab. Then select Set Programs.
5. Choose Set your default programs. Then select the email service you want to use.
6. Hit Apply then tap OK.
7. Close the Internet Explorer.
Once done, you can now open your QuickBooks account then send test email transactions.
If you're getting the same result, move on suggested solution Steps 4 and 5. Check out this article for more detailed steps when seeing an error message about Outlook in QuickBooks Desktop: How to fix "Error: QuickBooks is unable to send your email to Outlook.
After the following steps above, I'd recommend contacting our Customer Support Team. You may also reach out directly to an IT professional for fixing Microsoft Outlook.
Thanks for your patience. If you need further assistance with the workaround, just let me know. I'm here whenever you need more help.
I'm having the same issue as imagemarket, and went through the steps provided earlier in this thread, and then through those provided by ShallyMarR.
Nothing has worked.Invoices still get sent via a former employee's email account no matter what settings I put in Quickbooks, IE, and Outlook.
Calling or messaging with Customer Support has been frustrating and wasteful, and this isn't the kind of issue that should require someone to purchase a support plan. This is a bug issue in my view, pure and simple.
I will say this: In my situation, my Outlook was having a total meltdown Monday morning. My mail server's tech support advised me to delete my Outlook account and then re-install it. This issue with QuickBooks seems like it could be a side effect of that (among others).
I have the same issue. Quickbooks does not use the default email account specified in Outlook as the sender. In my case it is using an account that is Microsoft exchange account instead of a POP account that I want it to use and have indicated as the default email account in Outlook.
Quickbooks please supply an answer that works.
I am using Quickbooks Desktop premier 2020 with Outlook MS365.
Thanks for joining this thread, Ptaylor1.
Aside from making Outlook MS365 as the default address in QuickBooks, you also need to set this up to your email service provider.
I recommend consulting your provider so they can help change the default email account when sending an email. Once done, make sure to close and re-open QuickBooks for changes to take effect.
You can refer to this article, Connect your email for instructions and detailed steps. It includes what Internet Service Provider (ISP) to enter depending on your server.
I've also added the What’s new in QuickBooks Desktop 2020 link to check out the latest features and improvements in the system.
Keep me posted if you have follow-up questions. I'm here to help you succeed.
I support your position here, @Ptaylor1.
Generally, QuickBooks can change the default email by setting it up in the Preferences page. It seems, you've already tried the steps provided by my colleagues on this thread.
Since I won't be able to pull up your account and navigate in a public forum, I'd suggest reaching out to our QuickBooks Team. This way, they can check this further and escalate the issue to the appropriate channel.
I'll be keeping an eye out for your response and look forward to getting this resolved for you. Take care.
Thanks. You cannot specify a sending email address in preferences. Only the type of email client. Then it tells you to look at the help section on how to configure your default email account in Outlook or whatever. My default email account in Outlook is set up correctly but Quickbooks is not using it.
Try setting up a 2nd profile in Outlook with just the email address you want to send from then set Outlook to prompt for profile on startup.
This will work for one off invoices.
To change the default for batch apparently it uses the "Company Email Address" under Company>My Company.
I have been having the same problem. QuickBooks via Outlook is sending invoice and purchase order emails from my personal account. My personal account was not my default account so I could not figure out why this was happening. I just discovered that Outlook had the default data file as my personal account. When I changed this to the data file for my work email QuickBooks now sends the invoice emails correctly.
I have two Email Addresses [email address removed] QuickBooks default and [email address removed] My Preferred Email Address. Either can be picked when sending Invoices. I would like [email address removed] to be the Default Email Address. How can I change the Default to [email address removed]. Will you reply to [email address removed] please?
Kenneth L. Hettman
Northwest Ink, Inc.
I will walk you through with changing the default email address when sending invoices, Kenneth.
Please follow these steps:
You may also refer to this article on how to connect your email to QuickBooks Desktop for more information.
We're right here if you need our help. Feel free to reach out to us again.
Thank you for joining the thread, @mfhiltabidel.
You can perform some basic troubleshooting steps to isolate the issue. First, make sure to update QuickBooks to the latest release. Once done, proceed with verifying and rebuilding your QuickBooks file. This helps identity and resolves issue most common data issues.
To rebuild, select Rebuild Data from the Utilities tab.
From there, try sending your forms. In case you're getting the same behavior, I would suggest getting in touch with our Support Team. This way, a representative can check and investigate this further.
Lastly, here's an article you can read more about setting up email service in QuickBooks Desktop.
You can always get back to us here on the Community page if you have any other questions. I'm more than happy to help. Have a good day!
Thanks for joining this thread, KWM1954.
I appreciate all your efforts in trying to update the email service. Let’s download and install the latest maintenance release for QuickBooks. Then, configure your email setup.
The former process helps improve the functionality of the software and resolve any issues when using it. For detailed instructions, follow the steps in this article: Update QuickBooks for Mac to the latest release.
Once done, let’s update the email service in your company. Here’s how:
Check out this article for more insights into this procedure: Connect and track emails in QuickBooks Desktop for Mac.
Additionally, the following guide provides an overview of saving or sending forms, and editing an email in the program: Email sales forms in QuickBooks Desktop.
Please add a comment below if you have any questions when in QuickBooks. I’ll be around to answer them for you. Enjoy the rest of the day.
I have this same problem. I can't seem to find where I can change the default Outlook address Quickbooks is grabbing when sending invoices. The suggestion to change the account in the template wasn't helpful: I don't see an option to do that there.
Anyone figure this out?