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jose42h
Level 1

Problem emailing invoices and statements through QuickBooks

I purchased the quick books CD for a 1 time install on my Dell laptop (Windows 10) and I am unable to send emails through my application. I have be informed that I am either, not connected to the internet (which I certainly am), or my Firewall is not allowing me to send the email. I have been able to send emails through my quickbooks app before this encounter started happening. 

AileneA
QuickBooks Team

Problem emailing invoices and statements through QuickBooks

Hello, jose42h.  

 

Thank you for reaching out to the Community. Let's perform some troubleshooting steps to resolve your concern. To start, I'd suggest updating QuickBooks to the latest release. By doing so, it keeps the software up-to-date to ensure you have the latest features and fixes.

 

Then, let's review your settings and filter preferences. These may be blocking your emails from QuickBooks on accident. 

 

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

 

To further isolate this issue, we can also send emails using a sample company file to check if it's doing the same thing. 

 

  1. Go to the File menu and click Close Company. 
  2. In the No Company Open window, click the Open a Sample File button.
  3. Choose the sample company file you want to use.
  4. Then, email a statement.

 

If none of these fixes the problem, I'd recommend reaching out to our QuickBooks Support Team. They can take a closer look at your situation and investigate this further. It'll also allow them to submit a ticket to our engineering team to alert them about the issue if necessary. 

 

Here's how:

 

  1. Go to this link: https://help.quickbooks.intuit.com/en_US/contact
  2. Select QuickBooks Desktop.
  3. Click on a topic or use the Search for something else button.
  4. Scroll down to get the contact options. 

 

We are always here to help you if you have other concerns. Keep safe always.

BDP3
Level 1

Problem emailing invoices and statements through QuickBooks

Where is the app feature in security located on QB? Using QB 2021.

AlcaeusF
Moderator

Problem emailing invoices and statements through QuickBooks

Hello @BDP3,

 

Welcome to the Community. Allow me to chime in and share some information about the option that fixed the user's problem in QuickBooks Desktop.

 

The user from the thread refers to the option that you can find directly from your email settings. Each online email service has security and filter settings that can block third-party apps like QuickBooks from sending emails.

 

You'll not see the option within your QuickBooks. I recommend accessing your email account via a web browser or app (if they have one) to review the security settings.

 

The steps to access security settings will be different for each email provider. If you need further assistance with allowing third-party apps connection, you can reach out to your email's customer support.

 

If you're using Yahoo Mail or Gmail, the steps are available for you to follow in this article: Fix webmail password issues in QuickBooks Desktop.

 

There are times you'll encounter error messages about the system not being able to connect to the email server or the remote server. In case this will happen in the future, I've attached a link on how to fix it: Fix Error: Could not connect to the email server.

 

Please don't hesitate to hit that Reply button if you have additional concerns about sending invoices or setting up webmail within QuickBooks. Have a great day ahead.

FKLC
Level 1

Problem emailing invoices and statements through QuickBooks

Not able to email statements. received an Unrecoverable Error Code 1988 37842. Need help.

JaeAnnC
QuickBooks Team

Problem emailing invoices and statements through QuickBooks

Thanks for joining in on this thread, @FKLC. I'll be happy to assist you in resolving the unrecoverable error you encountered in QuickBooks Desktop (QBDT), so you can seamlessly email statements to your customers.

 

When you see an unrecoverable error, it means QBDT has unexpectedly closed. Before we begin troubleshooting, ensure to update the program to the latest release and create a backup of your company file

 

Once done, open your QBDT with all windows closed. When you exit the program, it reopens any window left open. You'll see an unrecoverable error on startup if you have multiple pages set to open automatically. To do that, check out Solution 2 in this article: Can't open your company file in QuickBooks Desktop.

 

Next, open the company file with a different user. To do that:

 

  1. Go to Company, select Set Up Users and Passwords, and click Set Up Users
  2. Select Add User..., enter the username and password, then Next. Please don't use the damaged user name.
  3. Customize it as necessary and select Finish.
  4. Go to File, then click Close Company/Logoff.
  5. Log in to the company file using the new login credential.

 

For other troubleshooting options, refer to this link: Troubleshoot Unrecoverable Error XXXXX XXXXX.

 

Moreover, you may design unique form templates in QBDT. This way, you get to decide what information to add and how they should seem.

 

Keep in touch whenever you seek further assistance with emailing statements in QBDT. I'm always available in the Community to help you out. Stay safe, and have a wonderful rest of the day!

sscheller
Level 1

Problem emailing invoices and statements through QuickBooks

where is the app feature where is the security? 

SirielJeaB
QuickBooks Team

Problem emailing invoices and statements through QuickBooks

Hello there, sscheller.

 

It's great to have you here in the Community thread. For me to assist you effectively, kindly give me more specific details about your concern. I'd like to know the activity you're trying to accomplish and which part of the app's features and security you're referring to. This will help me give you the appropriate guidance and instructions. If you can provide screenshots for visual reference, that would be even more helpful to us.

 

I'm looking forward to hearing back from you. Have a wonderful day!

Comfortjames
Level 1

Problem emailing invoices and statements through QuickBooks

yes 

LollyNino_C
QuickBooks Team

Problem emailing invoices and statements through QuickBooks

I'm delighted to have you here today, @Comfortjames. Please know that I appreciate you for reaching out to us here in the Community space.

Before we get started, would you mind telling me more specific details about your concern? We'll greatly appreciate any additional information or screenshots that help us provide accurate information and resolutions.

We're looking forward to hearing from you. Have a great day!

Comfortjames
Level 1

Problem emailing invoices and statements through QuickBooks

my invoices can't be sent out via email. says , there seems to be an issue with webmail authorization, Please try again later.

RogelioL
QuickBooks Team

Problem emailing invoices and statements through QuickBooks

We can perform some troubleshooting to fix the issue you're having with webmail authorization, James. 

 

Firstly, let's update QuickBooks to the latest release to ensure that everything is up-to-date.

 

Here’s how:

  1. Go to the Update to the Latest Release page.
  2. Select your QuickBooks product and version, then click Search.
  3. Click the Get the latest updates link, then Save/Save File to download the update.
  4. When the download completes, double-click to install the update. You may need to restart Windows after the installation finishes.

 

After updating QuickBooks, let's check the settings in the webmail preferences by following these steps:

  1. Go to the Edit menu and select Preferences.
  2. On the left pane, select Send Forms.
  3. Under My Preferences, select the email account you are using and click Edit.
  4. 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.

 

Additionally, please refer to this article to see the list of SMTP servers and Ports: Set up email service.

 

Moreover, you can check out this article once you encounter any error messages when sending invoices: Could not connect to the email server.

 

If you need to record an invoice payment, please refer to this article for guidance: Record an invoice payment.

 

Let me know if you require additional help with the webmail authorization or QuickBooks. Stay safe.

SN07
Level 1

Problem emailing invoices and statements through QuickBooks

Is anyone else having issues with using Yahoo Mail in Quickbooks to send invoices?  I set up the capability to receive credit cards via submitted invoices and the representative with QB changed my Reim # multiple times to get it to accept it.  Then she changed the way I submitted emails to send in QB instead of Webmail.  I had issues with the submission of new emails.  So I canceled the service and wanted to go back to the Webmail option however, now it will not accept my password when trying to submit the invoice, even after I have changed the passwords multiple times. PLEASE HELP!!  I stayed on the phone for over 6 hours with Quickbooks to correct this issue and he said he would have to recreate the issue and get back with me leaving me with NO RESOLUTION!

Erika_K
QuickBooks Team

Problem emailing invoices and statements through QuickBooks

The time and effort you spent in contacting our live support is appreciated, SN07. Your patience and persistence in seeking a resolution are truly valued. My team and I aim to ensure you receive the best possible service and support. We understand that navigating technical issues can be challenging, and we are committed to addressing your concerns thoroughly and effectively.

 

To start, we can install the latest release of QuickBooks to guarantee everything is up to date. Then, email a test transaction to yourself. If you're still experiencing the same issues, you'll need to open your online email service and assess your settings and filter preferences, which may be blocking your emails from QuickBooks by accident.

 

Since you're using Yahoo! Mail, refer to the following steps:   

 

  1. Go to your Yahoo Account Security page.
  2. Turn on the Two-step verification and Allow apps that use less secure sign-in features.
  3. Go back to QuickBooks and email yourself a test transaction.

 

If you still can't send emails, use Yahoo's generate third-party app passwords tool. It creates a random password you can use to connect QuickBooks. You only need to do this once.

 

Afterward, check your antivirus settings, as your antivirus software may accidentally block the connection. Visit your antivirus providers website for guidance on how to allow port exceptions. For detailed instructions, please refer to Step 3 in the related article: Fix webmail password issues in QuickBooks Desktop.


Alternatively, if you've performed the troubleshooting procedures, I recommend contacting our
live support team again. While I understand that you may have already spent significant time with them, they have access to additional resources, including screen sharing, that can help investigate the issue further.

 

Thank you for your continued trust and for allowing us the opportunity to assist you, SN07. Please let me know in the comments section below if you have additional questions about email processes in QuickBooks. I'll be here to help you every step of the way. 

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