How to Resolve QuickBooks Unable to Send Email Invoices and Statements

It can be quite frustrating when you are unable to send email invoices and statements through QuickBooks. This article will help troubleshoot QuickBooks’ unable to send email invoices and statements. It not only interferes with your business but also with your clients. When QuickBooks emails do not work, you will face problems in sending:

• Invoices,
• Statements and
• Even payroll details to your clients, employees, and other associates.

Some Possible Reasons QuickBooks is Unable to Send Email Invoices and Statements

• There has been a set of email preferences incorrectly set.
• The installation of QuickBooks has been damaged.
• There is a blocked domain admin.
• The email provider’s account security settings.

Troubleshoot QuickBooks Unable to Send Email Invoices and Statements

If your email is not working, then learn how to troubleshoot the QuickBooks unable to send email invoices and statements.

Step I- Update Your QuickBooks Software

Ensure that you are using the latest version of the software. If not, then we suggest you update QuickBooks Desktop.

For Windows Users

• Select Update QuickBooks Desktop from the Help menu.
• Click Update Now, then click Get Updates.
• Close QuickBooks and reopen it after the update is complete.
• Select Yes when prompted to install the update.

For MAC User

• Select Check for QuickBooks Updates from the QuickBooks menu.
• Install and relaunch the program.

On a regular interval, QuickBooks releases software updates and maintenance so that it can fix various types of issues regarding the product.

Step II: Check WebMail Email Preferences

Check the webmail preferences settings, to do that…

• Open QuickBooks and go to the Menu bar.
• Click on Edit.
• Select Preferences and click on it.
• On the left panel, click on Send Forms.
• Locate the My Preferences tab and click on it.
• Select the email account that you are using.
• Click on the Edit icon.
• Mark the SSL box, or you can just opt for the Default.
• Go to the Server Name field.
• Ensure that your email provider’s settings match the server name.

Step 2: If the Password is Not Accepted by Webmail

Gmail: In case you are using Gmail and your QuickBooks through Gmail is not working, then you have to turn off the security of the mail by enabling the ‘access for less secure apps’ and turning off the 2-step verification. This will let you get permission to send emails for QuickBooks by using your Gmail account.

Yahoo: After Yahoo Mail has implemented its 2-step verification, you will be required to enter a random password generated by Yahoo to the QuickBooks desktop. You will be prompted to enter the password when you try to send the mail through QuickBooks. You also have to enable access to less secure apps.

Right Networks or Summit Hosting: You have to complete the MFA request in the case of Right Networks (US) and Summit Hosting (Canada).

Anti-Virus: In case your anti-virus is blocking it, check with the provider on how to allow ports Yahoo!: port 465 and Gmail, Hotmail, and others: port 587 to have communication.

Once you are done with these steps, restart your QuickBooks and try to send an email through QuickBooks. In case you are getting the same message again, “QuickBooks unable to send email” then follow the next steps to resolve the issue.

The issues that the updates fix are provided to you in detail under the update compliance information. So, before even starting with any of the following steps below, update and download QuickBooks software if you have not already. Once you have done that, check if your QuickBooks is working; if not, go to the next step.

If you are not able to fix or isolate the case…

Check if the problem is with a certain file that you are trying to send by using a sample file.e

• Go to the File menu and click on Close Company.
• Locate the No Company Window and open it.
• Click on the Open a Sample file.
• Select a sample file that you want to use.
• Try and mail it.
• If that works, then the problem is with your file.

In such a case, try to reset your QuickBooks email service provider.

How to Deal with Undelivered Invoices in QuickBooks Online

If the email address is incorrect or there is a brief problem with the recipient’s email server, the email bounces or is not delivered. Make sure that each of your customer accounts is linked to the correct email address. To make sure that clients receive their invoices and pay you on time, do this.

Step 1: Check the status of the sent invoice

We are unable to identify which of many recipients the invoice was sent to and failed to reach. This indicates that the status will be Undeliverable if the invoice cannot be sent to 1 of the 3 recipients.

Here’s how to find out if your customer hasn’t received the invoice.

• You have to go to Sales, then you have to select All Sales or Invoices.
• You can see whether or not the invoice has been delivered in the Status column.

Step 2: Make sure the customer’s email address is correct

Ask the customer to check their trash or spam folders if their email address is accurate and if they haven’t received the invoice. You can also check QuickBooks Online to see whether the problem is being caused by your email address.

• Begin by going to Customer and Sales, then you have to select Customers.
• You have to select the customer who hasn’t received the invoice
• Now you have to click on Edit.
• You have to check the email address and edit it if any change is required.
• Then again, resend the invoice.

If all these steps do not resolve the issue of emailing invoices and statements, then we suggest you please connect with the Consultant. You can do this via the QuickBooks error consultant number provided above.

Frequently Asked Questions