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FritzF
Moderator

Problem emailing invoices and statements through QuickBooks

Thank for joining this conversation, jcs4251.

 

If you already tried all the troubleshooting steps given by my colleagues above and the issue persists, I highly suggest contacting our Phone Support team. They're able to pull up and check your account using their screen-sharing (remote access) tool and further investigate. They can also perform other steps to fix this for you.

 

Here's how to reach them:

 

  1. In your QuickBooks Desktop (QBDT), go to the Help menu at the top to get to the QuickBooks Desktop Help.
  2. Click Contact Us at the bottom to connect with our live support.

 

Just in case, I'll be adding this article for future reference: Solutions for when QuickBooks stops working.

 

Please let me know if you have any other issues or concerns by leaving a comment below. I'll be here to help. Have a good one!

laketmarine
Level 1

Problem emailing invoices and statements through QuickBooks

This is so annoying. I wrote my response, then had to sign in and it erased it and now I have to re-type everything! Who designed this system? I linked to the contact support button, but there is no "get phone number." I spent over an hour with online support, whom I told I followed all these instructions to re-setup email. I can preview and print statements, but when I hit the email button, it says there is nothing to print. Anyone have any suggestions. I can't seem to talk to a person when I dial the 800#. It tells me to disconnect and hit F1 key, which freezes my QB. Any suggestions for a new accounting software? I've always liked QB until Windows 10 has begun causing problems.

GraceC
QuickBooks Team

Problem emailing invoices and statements through QuickBooks

Hello there, @laketmarine.

 

You can send emails using a sample file to check if it's doing the same thing. Let me guide you how.

  1. Go to the File menu and click Close Company. 
  2. In the No Company Open window, click the Open a Sample File button, and choose the sample company file you want to use.

Otherwise, you'll have to perform more steps such as running the Verify/Rebuild Utilities. The tool helps self-identify data integrity issues that can cause unexpected behaviors and resolve them.

 

Our Community guides have tips on how to find and use each app feature, so be sure to check them out: Help articles for QuickBooks Desktop.

 

Please let me know in the comments section down below if you have any other concerns.

KateM7
Level 2

Problem emailing invoices and statements through QuickBooks

I’m having a problem setting up gmail account through Quickbooks. I get to the sign on screen through preferences and it says cannot use browser?? 
how can i get around this??

BettyJaneB
QuickBooks Team

Problem emailing invoices and statements through QuickBooks

Hi there, @KateM7.

 

The message that you received can be caused by Google's recent update for the privacy policy. To resolve this email issue, you'll need to reauthorize QuickBooks Desktop and continue using Gmail.

 

Before doing so, make sure to have the latest release of QuickBooks Desktop.

 

Once confirmed, you may now perform these steps below:

  1. From any open transaction or report in QuickBooks, select Email.
  2. Hit Send, you'll prompted to log in with your Intuit credentials.
  3. Press Continue in the Webmail Authorization window that opens.
  4. Click Allow.

For more information about this process, kindly visit this link: Reauthorize QuickBooks Desktop to keep using Gmail.

 

If doing this doesn't make a difference, I suggest getting in touch with our Customer Care Team. They can initiate a remote-viewing and help determine the main reason of this issue.

 

To contact them:

  1. Go to the Help menu.
  2. Choose QuickBooks Desktop Help.
  3. Tap the Contact us button.
  4.  
  5. I'm just a comment away if you have any other concerns. It'd be my pleasure helping you out. Take care!
yogiana5
Level 1

Problem emailing invoices and statements through QuickBooks

I am unable to send invoices through QuickBooks.   I have a 2015 version.    I'm being told by support via chat that I have to purchase the new version, at $299, to get this feature back

yogiana5
Level 1

Problem emailing invoices and statements through QuickBooks

I am having the same problem with the 2015 version.    The only response I got was that I needed to upgrade to the latest version which is $299 in order to email invoices.

 

That sucks.

ReymondO
QuickBooks Team

Problem emailing invoices and statements through QuickBooks

Hello there, @yogiana5.

 

Access to emailing invoices and other add-on services will be unavailable once QuickBooks has reached its 3-year product life cycle.

 

It would be best to upgrade the product if you're using any of the QBDT offered features.

 

You can visit this article to know more about the QuickBooks Desktop service discontinuation (Disco) policy and upgrade information.

 

Here's the link to the price list of the QuickBooks Desktop version 2018:

 

 

If you need anything else, feel free to let me know.

yogiana5
Level 1

Problem emailing invoices and statements through QuickBooks

I am a sole proprietor with a very small business.   I need an affordable option.    The options available are very steep.   Please provide an affordable option

Ashley H
QuickBooks Team

Problem emailing invoices and statements through QuickBooks

Hi there, @yogiana5. I'm here to provide you some options with your subscription.

 

For the differences between QuickBooks Desktop and QuickBooks Online, click here. It's a link to our website that breaks down the features and pricing. 

 

If you're interested in buying any of these subscriptions through our website, I've provided the links for you below:

If you need further assistance, please let me know. I'll keep an eye out for your response. Have a great day.

Eva7
Level 1

Problem emailing invoices and statements through QuickBooks

Hi, Did you sorted it? I have the same problem and QBsupport was not able to help me. Thank you.

cartridgeexpres
Level 1

Problem emailing invoices and statements through QuickBooks

I Have used QB desktop since 2004 just upgraded in May QB desktop 2019 and am now getting around to using the email feature but it will not let me email with my business address only personal email address will work.

I called Customer support and was told I needed to upgrade to 2020 for their support to fix this issue.

The software is supposed to have a 1 year warranty?

Thanks for nothing Teodore King Intuit QuickBooks Desktop Support!

Tommy

 

FritzF
Moderator

Problem emailing invoices and statements through QuickBooks

Thanks for joining this conversation, @cartridgeexpres.

 

The QuickBooks Desktop (QBDT) 2019 is still a supported version, therefore you don't need to upgrade to 2020 to use this feature.

 

To isolate this, let's use Secure Webmail for an easier and safer connection to your email provider. Here's how:

 

  1. In QBDT, go to the Edit menu to get to the Preferences
  2. Choose the Send Forms in the left pane and select Web Mail.
  3.  Click the Add option at the bottom, then pick the provider from the drop-down and enter your email address. 
  4. Ensure that the Use Enhanced Security checkbox is checked.
  5. Click OK.
  6. When prompted, sign in to your Intuit account. 
  7. Your webmail provider's login page will display. Sign in and choose to grant Intuit access.

 

For further guidance with the process, consider checking out this article: Connect your email to QuickBooks Desktop.

 

Reach out to me in the comment below if you have any other issues or concerns, and I'll get back to you as soon as possible. Have a good one!

Eva7
Level 1

Problem emailing invoices and statements through QuickBooks

What should I do if QB crasehes down everytime I click on ,,Send forms,, under Preferences. I have 2020 and even remote support was not able to sort it out.  

Eva7
Level 1

Problem emailing invoices and statements through QuickBooks

Hi, what should I do if QB crashes down everytime I click on ,,Send forms,, under Preferences. Even the support was not able to sort it out. I have QB 2020. 

Thank you.

JonpriL
Moderator

Problem emailing invoices and statements through QuickBooks

We don't want you to encounter this inconvenience, @Eva7.

 

Let's manually repair your QuickBooks so it won't crash and you can edit your Send Forms settings under Preferences. But you'll have to create a backup copy of your company data first then, follow the steps below to repair QuickBooks.

  1. Go to Start.
  2. Select Control Panel.
  3. Under Program and Features, select Uninstall a Program.
  4. From the list of applications, select QuickBooks.
  5. Select Uninstall/Change.
  6. Click Repair.

Here's an article you can read to learn more about how you can repair QuickBooks: Repair your QuickBooks Desktop for Windows.

 

I've got you this helpful article in case you need some ideas about how you can restore a copy of your company data: How do I?

 

Please let me know how things go, @Eva7. I'll be around to provide further assistance.

Eva7
Level 1

Problem emailing invoices and statements through QuickBooks

Unfortunately repair did not help, uninstall/install did not help. Still the same issue.

GlinetteC
Moderator

Problem emailing invoices and statements through QuickBooks

I can see that you've been through a lot already, Eva7.

 

And I appreciate all the troubleshooting steps you've performed. Let's try another one to fix this so you can send your forms by opening a sample file.

 

To Open sample file:

  1. Double-click on the QuickBooks icon.
  2. Hold the CTRL-key.
  3. Select open a sample file.
  4. From the list that opens up, select any of the sample files.

If the same thing happens, I'd suggest contacting our phone support team so they can assist and investigate this further.

 

Please let me know how things turn out. I'm here if you need more help.

yogiana5
Level 1

Problem emailing invoices and statements through QuickBooks

A conversation with tech support states I'd have to purchase the newest version of Quickbooks to have the email invoices function to work properly.  

Ryan_M
Moderator

Problem emailing invoices and statements through QuickBooks

Hi @yogiana5,

 

Just like what my peer @ReymondO stated above, Intuit products have a 3-year cycle.

 

With that said, if you're using versions 2017 and older, then you'll have to purchase a supported version for your desired feature to work. 

 

Otherwise, if you're using version 2018 or higher, then I suggest for you to set up a secure webmail connection.

 

Here's how:

 

  1. Go to the Edit menu.
  2. Select Preferences.
  3. Tap Send Forms.
  4. Hit Web Mail, then Add.
  5. Choose your provider from the drop-down menu and enter your email address.
  6. Select the Use Enhanced Security checkbox and select OK. (Uncheck this box if you receive the error message: Network Error. Please try again.)
  7. When prompted, sign in to your Intuit account.

You also have an option to use an alternative email address to see if that works for you.

 

Don't hesitate to leave a comment below if you have anything else in mind. I'll get back to you.

lrgoodman
Level 1

Problem emailing invoices and statements through QuickBooks

I just changed my gmail address to outlook. Worked great, after trying everything else!!

HPJ
Level 1

Problem emailing invoices and statements through QuickBooks

I was just told in the sample company file that I cannot send emails from a sample company file.

 


@GraceC wrote:

Hello there, @laketmarine.

 

You can send emails using a sample file to check if it's doing the same thing. Let me guide you how.

  1. Go to the File menu and click Close Company. 
  2. In the No Company Open window, click the Open a Sample File button, and choose the sample company file you want to use.

 

FritzF
Moderator

Problem emailing invoices and statements through QuickBooks

Thanks for joining this conversation, @HPJ.

 

In QuickBooks Desktop (QBDT), you can only send or email invoices in your company file. The ability to do it using a sample file is currently unavailable.

 

If you already followed the steps shared by my colleagues in this thread and the issue persists, I highly suggest contacting our Phone Support team. They're able to pull up your account in a secure environment and check the root cause of the issue. They can also perform other troubleshooting steps to fix this for you.

 

Here's how to reach them:

 

  1. In QBDT, go to the Help menu at the top to get to the Choose QuickBooks Desktop Help.
  2. Select Contact Us at the bottom to connect with our live support.

 

Just in case, I'll add this article for future reference: Connect your email to QuickBooks Desktop.

 

I want to make sure everything is taken care of for you, so please let me know how it goes or if you have any other issues or concerns in the comment section below. I'm always here to help. Have a good one!

valprice1
Level 6

Problem emailing invoices and statements through QuickBooks

Also check this link if you are using webmail:  https://quickbooks.intuit.com/learn-support/en-us/manage-passwords/fix-webmail-password-issues-in-qu...

 

The trick is the Allow Less Secure Apps setting.  It needs to ON.  And it turns itself off after a while.

matt221
Level 1

Problem emailing invoices and statements through QuickBooks

I am now having a problem where when i click on email invoice, and then click send my loading circle keeps spinning until eventually the program is "not responding" in windows task manager and i have to end task. Ive spent 8 hours with customer support getting absolutely nowhere. Its my busy season too right now and this is painful.

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