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Everything you need to know about connecting your bank and credit cards in QuickBooks Online

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Mich_S
QuickBooks Team

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I understand this isn't an easy process for you, @Mark Armistead. I'd want to address your concerns about QuickBooks emails being blocked and clients not receiving invoices sent via email.

 

It appears that the investigation as to why clients aren't receiving e-invoices is still ongoing. Be assured that our product engineers are working diligently to find the best solution for this. I advise getting in touch with our Customer Care assistance if you haven't already. By doing this, they can include your account on the list of users that are affected. Additionally, we will email you updates or case progress notices.

 

Additionally, you may add the host names and IP addresses of the QuickBooks Online mail servers to your outgoing mail servers. This will ensure that QuickBooks will not be restricted. For the whole procedure, see this article: 3 solutions for you when customers aren't receiving your emails


If the issues persist, see these alternate ways to send forms:

 

  • Save the form as a PDF and send it via email through your business or other email address
  • (For invoices or estimates only) Send your customer a link to their invoice or estimate through SMS or messenger service. Simply select β€œsave and share link” then hit β€œcopy link” and paste it into your SMS or messenger service.
  • If you're using a Gmail or G-suite email account, you can use the Send with Gmail feature to send QBO forms from your own address following the steps in Use your Gmail address to send invoices (non-US Experts please search for the same article title within your region if sending the link to your customer).
  • Save your document as a PDF, print it, and send your client their forms via mail.

 

Once everything is in order, feel free to read this guide if you'd like to personalise invoices and/or other sales forms in QuickBooks: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

You can always get back to us if you need more help with this matter or QuickBooks in general. We're here to assist 24/7. Take the best care!


 

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