Allow me to explain how we can resolve your issue and ensure you can send an invoice to that company, Tina.

Before anything else, may I ask what happened when you tried to email the invoice? Any additional details can help me figure out how to troubleshoot your issue.

In the meantime, please check if you've set up the correct email for that company. Also, ensure that your QuickBooks Desktop (QBDT) is up-to-date because using outdated products can cause errors like this.

If everything looks good, I suggest performing the Verify and Rebuild to find and repair any data problems that may have caused this error. Doing this will also help us ensure that your QBDT data is error-free and reliable.

Moreover, you can refer to these articles to learn how to resolve errors based on the email service you're using:

• Fix Error: Could not connect to the email server
• How to fix "Error: QuickBooks is unable to send your email to Outlook"

Once done, you can run and customize several reports in QBDT to get a financial snapshot of your business.

I'll be on the lookout for your response if you have further concerns about emailing an invoice. Have a great day.

I am having problems. Emailing an invoice when I click the send button a window opens saying I need to be signed in. I sign in, but it doesn’t actually sign me in. It throws another error saying that it is unable to send the email because I am signed out of QuickBooks, I have tried updating the program. However there is no more updates for this version. I have cleared the cash cookies and I have verified data to make sure there is no fixes that need to be done. What am I doing wrong 

Thanks for joining this thread, Darley B.

I want to make sure you're able to email invoices through your QuickBooks Desktop account. 

It sounds like you're on the right track and have tried the correct troubleshooting methods. Since this issue is persisting, I recommend reaching out to a member of the QuickBooks Desktop Support Team. Agents have specialized tools, like the ability to share your screen, to take a closer look at what could be causing this issue. Here's how to get in touch with the team:

1. Go to Help, then select QuickBooks Desktop Help/Contact Us.
2. Select Contact Us.
3. Give a brief description of your issue, then select Continue.
4. Sign in to your Intuit account and select Continue and then Continue with my account.
5. We'll email you a single use code. Enter your code and select Continue. (If you have more than one account, select the account you want to use and then Continue.)
6. Select to chat with us or have us call you.
 

The following article provides these steps if you ever need them again in the future: Contact QuickBooks Desktop Support

Please feel free to drop a comment below if you have any other questions. I'll be here to help in any way that I can.

I called and talked to tech support. They are telling me the only way to email Invoices is to pay a subscription and get an updated version and I refuse to do that. I purchased desktop specifically to keep from paying a subscription as I’m a small business and it’s not financially smart for me to do that. Is she right? That’s my only option?

Managing your business's finances effectively while avoiding unexpected costs is important. The recent discussion about emailing invoices in QuickBooks Desktop (QBDT) requires attention, especially with a focus on budget maintenance. Let me provide some clarity on your question, Darley B.

To email invoices using QBDT, it's true that you'll need to subscribe and update to the latest version. While this might involve additional expenses, it's important to weigh your options to find the best fit for your needs.

If tracking and emailing invoices without upgrading QBDT is your goal, QuickBooks Online (QBO) could be a great alternative. QBO is designed with small business owners in mind, offering flexible features that might better suit your business. For more information, visit QuickBooks Online Pricing.

Choosing between QBO and QBDT should depend on your specific business needs, budget, and preferences for accessibility and features. I recommend assessing what is most critical for your operations before deciding.

We're committed to providing you with the best tools to manage your business seamlessly. If you have any questions or need tips on using QuickBooks features, feel free to reach out in the comments section.

@Darley B  Well, you do have the option to save the invoice as a PDF and e-mail the customer directly. This can be done either by choosing the Save as PDF option under the Print button, or the Print to PDF option on your printer list.

It's an extra step, sure, but far cheaper than upgrading to a new version. Besides, even if you did upgrade, it'd still fuss about e-mailing once you get past four or so company files tied to your e-mail. You'd have to take time out to reconnect company files to the e-mail account.

I would strongly advise against upgrading to QBO, though; this community is littered with complaints about their new invoice and e-mail templates, (poorly) AI-generated subject lines, and various add-ons.

@Darley B 

Which  QB Desktop year version do you run? Do you have a new PC with Win 11?

When I select to email an invoice, more often than not Quickbooks gives me an error something along the lines of 'unable to open Outlook'. Once I close QB and reopen it I am able to send the invoice. Go to the next invoice to send, the same thing. So I'm having to close and reopen QB with almost every invoice I email. 

It isn't the experience we want you to have when emailing invoice to Outlook in QuickBooks Desktop (QBDT), TStone03.

Before we proceed, could you please confirm if the error message you’re seeing is exactly “QuickBooks is unable to send your email to Outlook.” or if it’s a different message? This will help us provide a more targeted solution.

If this is the error you’re encountering, we can perform these troubleshooting steps to help resolve the error when emailing invoices to Outlook:

First, ensure that QuickBooks isn't set to Run as an Administrator automatically. Here's how:

1. Close QuickBooks Desktop.
2. Right-click the QuickBooks icon, and select Open file location.
3. In the folder, right-click the QuickBooks.exe file and select Properties.
4. Go to the Compatibility tab.
5. Uncheck the Run this program as Administrator option. If the option is grayed out, select Show Settings for All Users. This makes the option available.
6. Click Apply and OK.
7. Restart QuickBooks and send the email again.

You can also edit your email preferences in your QuickBooks Desktop.

Here's how to do it:

1. In QuickBooks, select Edit and then Preferences. If you use Microsoft Outlook with Microsoft Exchange Server, open and sign in to Outlook before you move on.
2. Select Send Forms. Then go to My Preferences.
3. Choose Outlook as your email option and then OK.

Send a sample email from QuickBooks. If you still see an error, toggle your preferences.

1. Click the Edit menu and then Preferences.
2. Select Send Forms. Then go to the My Preferences tab.
3. Choose QuickBooks E-mail or Webmail, and then OK. This toggles your preference off.
4. Repeat the steps. Go back to the My Preferences tab and select Outlook. Then select OK.
5. Close QuickBooks and all other open programs.
6. Restart your computer.

For more detailed troubleshooting, please refer to this article:  How to fix "Error: QuickBooks is unable to send your email to Outlook".

Lastly, check out this article if you want to sync your QuickBooks customers, jobs, and vendors with your Outlook contacts: Sync Outlook contacts with QuickBooks Desktop.

Please keep in touch if you need further assistance with emailing invoices to Outlook in QuickBooks Desktop. We're here to help!

Yes that is the error. I already done options 2 & 3. When I try to do option 1 this what shows up in my properties...no Compatibility tab.

[PII Removed]

It's great to hear you've already explored options two and three to troubleshoot the email error, @TStone03. You've already done a great job trying different solutions, and you're definitely on the right track. The reason you're not seeing the Compatibility tab is because the file you were trying to modify is a QuickBooks company file (.qbw), not the program file itself.

For your privacy and security, we’ve removed the screenshot you provided. Please know that .qbw is a file type designed to store your business records, transactions, and financial information. While it plays a critical role in managing your finances, it does not operate as an executable file (QuickBooks.exe), which is responsible for running the software.

To access the Compatibility tab and make adjustments, let's locate the QuickBooks program file (QuickBooks.exe).

1. In your File Explorer, enter QuickBooks in the search bar.
2. Look for the program that is indicated by C:\ProgramData, and right-click on it.
3. Select Properties, then go to the Compatibility tab.
   
   

Once you access this tab, continue to uncheck the Run this program as an administrator option. If the issue persists, proceed to steps four and five from this article: Repair your MAPI32.dll.

Also, skip re-entering contact information. QuickBooks allows you to sync and match your Outlook contacts with customers, jobs, vendors, and other entities in the program.

I hope this clears things up and helps you find the right file to get your invoice emails working again. If anything else comes up — whether it’s this issue or something new — feel free to hit Reply. I’m always here to help however I can. Wishing you smooth sailing from here on out. Take care!

If you are looking for a third party solution that syncs with all QB desktop versions and supports emailing as well as payments, Do check out PayorCRM