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HAJI
Level 1

Quickbooks does NOT take my default email address in Outlook.

PRODUCT:
QUICKBOOKS PREMIER PROFESSIONAL SERVICES EDITION 2018-DESKTOP:

While sending invoice via email using Outlook under SEND FORMS > MY PREFERENCES > QuickBooks does not take my default email in Outlook, it pick one that I don't want to send from.

1 Comment 1
Ethel_A
QuickBooks Team

Quickbooks does NOT take my default email address in Outlook.

Thank you for posting here in the Community, @HAJI.

 

I'm here to help you send invoices from the email address you want. Let's check the webmail settings in the preferences and send invoices with ease.

 

Here's how:

 

  1. At the top menu bar, click Edit.
  2. Choose Preferences.
  3. Click Send Forms on the left panel.
  4. Under the My Preferences tab, select the email account you're using.
  5. Click Edit.
  6. Mark the SSL box, or just select Default.
  7. From the Server Name, make sure the server name matches your email provider's settings.

 

You can find more information about sending invoices in QuickBooks Desktop (QBDT) in the following articles:

 

 

You can also look at the invoice's Transaction History to see the details.

 

Follow the steps below:

 

  1. Click the Customers menu at the top to select the Customer Center.
  2. Tap the Customers & Jobs tab to see the list of customers.
  3. From there, choose the appropriate customer to display the Transactions tab.
  4. Double-click on the invoice to view the complete details.
  5. Hit the Reports menu on the Invoice page.
  6. Then, press the Transaction History menu to check the information.
  7. The date will show in the Sent Date section.

 

You can click the Reply button below if you need further assistance with sending invoices. I'm always around to provide you with steps and resolutions to achieve your goal.

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