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JessT
Moderator

Problem emailing invoices and statements through QuickBooks

Hi matt221,

 

I can see that you really need to have a smooth invoicing capability, especially this is your busy season.

 

We'll do some steps to fix the loading issue when you send invoices, but if you've already done these with the agent, you may not need to do them again.

 

First, you'll want to update your QuickBooks to get the latest release, which may include minor fixes.

  1. Click Help and choose Update QuickBooks Desktop.
  2. Choose Update now.
  3. Put a check on Reset Updates.
  4. Click Get Updates.

Second, download the QuickBooks Tool Hub installer and install it.

 

Third, open the QuickBooks Tool Hub program and go to the Program Problems bar. Then, click on the QuickBooks Print & PDF Repair Tool button in green.

 

 

Usually, if an issue isn't fixed, the agent will take the details to a higher tier for further checking. Did they mention this? If not, please contact them again tomorrow, so a different team will look at the case based on the data that the agent provides. Please note that our Support is only available up to 3 PM PT on Saturdays. Check out their schedule here.

 

Feel free to reach out if you have other questions.

pamnorcalpc
Level 2

Problem emailing invoices and statements through QuickBooks

I finally fixed the problem!!!   

I use Yahoo mail , and all of a sudden I was unable to email statements, and invoices , also with attachments...I use QB-desk top pro 2020 

 1st... go to your email and go to the ACCOUNT SECURITY section

2nd...in yahoo go all the way to the bottom of page in ACCOUNT SECURITY... see manage app passwords

3rd ... you will need to type in Quick Books in the dropdown menu 

4th.... click enter it will give you a 16 letter pass word... COPY IT

5th Now go back to your QB and pick a customer to send a statement to

6th....now when it askes for the password to your email... PUT THE 16 LETTER PASSWORD THAT YOU COPIED INTO THAT BOX... and woohoo you are back able to email from within QB statements and invoices . 

Hope this makes your life easer, ..... P. Nicolay of California 

bahamabreeze2
Level 1

Problem emailing invoices and statements through QuickBooks

Yes, the app password  is exactly what worked for me....but unfortunately, yahoo has their own set of rules. So it now takes me about an hour to email 130 invoices because yahoo limits the number that will send with the app password code, so I have to keep going back to get new ones after every 13 to 19 emails sent. Then I also have to wait a limited number of minutes, approx 5, or it fails and if I keep trying then it thinks my email has been hacked and I have to reset my yahoo email password. Looking for a better option than yahoo right now....but it's my busy season so no time for research right now.

drg9
Level 1

Problem emailing invoices and statements through QuickBooks

This worked, but do I need to do this every day I want to email invoices?  Thank you!

ShiellaGraceA
QuickBooks Team

Problem emailing invoices and statements through QuickBooks

Thanks for coming by @drg9,

 

 

I have some information about emailing invoices and statements. After you've run our QuickBooks Print & PDF Repair Tool, you'll be able to send invoices without going through the same steps again, except for some rules that your email provider will require as mentioned by @bahamabreeze2.

 

Here's a guide to learn more about the tools: Fix common problems and errors with the QuickBooks Desktop Tool Hub.

 

In case you need help with other tasks in QBDT, Feel free to browse this link here to go to our general topics with articles. Just look for the one that fits your concern.

 

Don't hesitate to drop a comment below if you have other questions about invoices. I'm always here to help. Have a wonderful day ahead.

manny55
Level 1

Problem emailing invoices and statements through QuickBooks

I can no longer send emails - with aol.

MarsStephanieL
QuickBooks Team

Problem emailing invoices and statements through QuickBooks

I'm here to help you get back on track, @manny55.

 

I'd recommend updating your QuickBooks Desktop program and then check the email preferences if it was setup correctly. I'd be happy to show you the steps below:

 

  1. Update your QuickBooks Desktop program.
  2. Restart the program once done and go to the Edit menu.
  3. Select Preferences and choose Send Forms.
  4. Under My Preferences, select the email account you are using and click Edit.
  5. In the Edit Email Info screen go to the SMTP Server Details section and set the server name and port to your email provider settings. In your case, you can refer the AOL ISP details below:
    • SMTP Server: smtp.aol.com
    • SMTP Port: 465 or 587 (see Note) (SSL enabled for incoming and outgoing mail server)
  6. Change the name and then click OK

 

I've added an article that may help you on your future task in case you need to check the performance of the program: Resolve QuickBooks Desktop performance issues: Manage your data file.

 

I'm willing to help you again if you have more questions about being unable to send an email. I'm also here to assist you with any other concerns you might have. Take care.

calzoo
Level 2

Problem emailing invoices and statements through QuickBooks

contacting customer support is total waste of time,  they just try to upgrade you to pay for tech support or upgrade the software. My ability to email invoices has worked flawlessly till Tuesday, now does not work. there is rumor intuit turned off the feature to force you to upgrade the software.

calzoo
Level 2

Problem emailing invoices and statements through QuickBooks

CHAT WAS TOTAL WASTE OF TIME FOR THIS ISSUE

calzoo
Level 2

Problem emailing invoices and statements through QuickBooks

thank you also you cannot be logged is as an admin anymore when you try to send emails  so just need to create a new user log in on QB.  Why tech can't just tell you this i do not understand. 

calzoo
Level 2

Problem emailing invoices and statements through QuickBooks

did you fix it? if not email me my chat name and add same email carrier we both have :)

JessT
Moderator

Problem emailing invoices and statements through QuickBooks

Thank you for joining the thread, calzoo.

 

We're you able to follow the steps that pamnorcalpc shared? If not, please contact our QuickBooks Desktop Support team to check this further. I know you've already done that, but only they have the tools to check this further.

 

If you have other questions, you can always go back to this thread.

Modamas
Level 1

Problem emailing invoices and statements through QuickBooks

Why do you need to make sure QB isn't running as an administrator?  I'm having the same issue with QB freezing when I email invoices or try to access Send Forms under Preferences.  It's not sporadic, it's every time.  We only use QB in single-user mode.  Is multi-user mode necessary to sending invoices?

JenoP
Moderator

Problem emailing invoices and statements through QuickBooks

Hi there, Modamas.

 

It's not necessary to be in a multi-user mode when sending invoices in QuickBooks Desktop. You can still send transactions out off QuickBooks even on a single-user mode.

 

Also, the reason why you need to uncheck the Run as admin option is to make sure that the program is not interfering with your Outlook or Microsoft settings. Check out these articles for more details:

 

 

You can also reach out to our Technical Support Team just in case the issue persists. Here's how:

 

  1. Go to the Help menu, then select QuickBooks Desktop Help.
  2. Select Contact Us.
  3. Give a brief description of your issue, then select Let's talk and then choose a way to connect.

 

Aside from that, you can use this link to reach out to our Chat Support Team outside of QuickBooks using this link: Contact Us.

 

Don't hesitate to reach out to us again if you need anything else. 

 

dbochappell
Level 1

Problem emailing invoices and statements through QuickBooks

I too have AOL and suddenly am unable to send invoices thru Quickbooks. Tech support did not fix the problem and want me to pay 79.99 to 149.99 to access the higher up tech support.  Did you have any luck fixing the problem?

zy2
Level 2

Problem emailing invoices and statements through QuickBooks

I am using Quickbooks Desktop 2020 Pro.

I have previously been able to email statements but now can't .

Error message says 'invalid credentials or gmail settings'.

email and password entered are correct

I am using a yahoo email, not gmail.

Any suggestions? 

 

Thanks 

 

 

 

DivinaMercy_N
Moderator

Problem emailing invoices and statements through QuickBooks

Thanks for joining this conversation, @zy2.

 

To isolate the error, let's configure your email settings. Here's how:

 

  1. Go to the Edit menu.
  2. Select Preferences, then choose Send Forms.
  3. From the My Preferences tab, click Edit email.
  4. Under the Email Provider drop-down menu, choose Yahoo.
  5. Enter the Server Name and Port. 
  6. Check the SSL/TLS box, then select OK or Done.

 

For more info, please see this article: Fix Error: Could not connect to the email server. 

 

For additional reference, visit this article: Fix webmail password issues in QuickBooks Desktop.

 

Feel free to get back here if you have further questions about emailing statements in QuickBooks. I'm always here to help. Keep safe. 

zy2
Level 2

Problem emailing invoices and statements through QuickBooks

Thanks for the reply 

all the preferences and email is correct? 

what else can i check? 

thanks 

Ethel_A
QuickBooks Team

Problem emailing invoices and statements through QuickBooks

Hello there, zy2.

 

I appreciate you following the steps provided above by one of my peers. Since you're still getting the same issue, I'll be happy to share with you some insights on how to fix the issue with sending your statements.

 

You'd want to re-set up webmail to work with QuickBooks.

 

Here's how:

 

Before you get started

  • Verify your webmail servers and port settings with your ISP.
  • Webmail providers require users to enable their account settings for two-step verification.
  • QuickBooks can auto-fill info for some of the most common providers.

Set up webmail

  1. Go to the QuickBooks Edit menu and select Preferences.
  2. Select Send Forms.
  3. Choose Web Mail and Add.
  4. Fill out the Add Email Info and select OK.
  5. Click OK to save your changes.

You can also check on how to connect your email to QuickBooks Desktop.

 

If you're still unable to send your statements, I'd recommend you contact QuickBooks Desktop support.

 

You can always reach out to me if you need anything else about sending your statements. I'm here for you. Have a good one.

campbell22
Level 1

Problem emailing invoices and statements through QuickBooks

You can check this QuickBooks Crash Com Error, it might help you.
carrinc
Level 1

Problem emailing invoices and statements through QuickBooks

None of the previous advise worked.

I went to gmail settings and to Add-ons.  I installed  SyncQ - QuickBooks Integration.   That worked !

GoGWM
Level 1

Problem emailing invoices and statements through QuickBooks

Problem solved. I found a tutorial on how to solve this problem and it worked the first time. The process was very simple even for me. Go to this site and guaranteed it will work.  Email Invoices using Gmail in QuickBooks | Candus Kampfer

626
Level 1

Problem emailing invoices and statements through QuickBooks

708300

626
Level 1

Problem emailing invoices and statements through QuickBooks

I have internet but I cannot get my invoices sent 

DivinaMercy_N
Moderator

Problem emailing invoices and statements through QuickBooks

I want to ensure you'll be able to send invoice in your QuickBooks Desktop (QBDT), @626.

 

To begin, let's ensure that your QBDT program is updated to the latest release. This is to make sure that you have the updated patches and fixes.

 

Then, let's now check your email settings to verify it does not block QuickBooks. This method varies depending on your email service. Please follow Step 2 of this article for the instructions: Fix webmail password issues in QuickBooks Desktop. 

 

Once done, check your antivirus software. This may accidentally block the connection. To do so, search for your antivirus provider's website for steps to allow port exceptions. For more information, visit this link: Fix webmail password issues in QuickBooks Desktop.

 

When everything is set, email the invoice again.

 

You can also customize your email templates to make them more personalized when sending forms to your customers. For the detailed steps, check out this article: Create custom email templates in QuickBooks Desktop.

 

Feel free to post again here if you have further concerns sending emails in QuickBooks. I'm just a post away to help. Take care always.

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