Rea_M
Moderator

Other questions

Thanks for the update, @bpike. With that, I can guide you on the action you need to take care of this issue.

 

I know the importance of setting up your email provider (i.e., Office 365 Webmail) to QuickBooks Desktop (QBDT) for Mac so you can email invoices, reports, and other sales forms. Let's reset the system's update to clear all previous downloads and refresh the program. This way, you're able to have the latest features and fixes to remove the error you've encountered. Here's how:

  1. Go to the QuickBooks drop-down menu.
  2. Select Check for QuickBooks Updates.
  3. If a newer version is available, select Install Update.
  4. When prompted, select Install and Relaunch.
  5. When the update is complete, QuickBooks for Mac automatically opens.

 

Once done, go ahead and set up Office 365 Webmail again. You can refer to this article for the step-by-step guide: Connect and track emails in QuickBooks Desktop for Mac.

 

Additionally, you can email any of your forms with their attachments directly from QuickBooks. Then, you're able to save documents as PDF, email attachments, and use email tokens. To learn more about this, you can check out this article: Email sales forms in QuickBooks Desktop.

 

Let me know how it goes in the comments below. If you have other concerns about emailing sales forms in QBDT for Mac, I'm just around to help. Take care always.