How to Fix QuickBooks Email Invoice and Statements Problems

by James Antonio

Follow the below mention steps to fix QuickBooks Email Invoice and Statements Problems.

You always look forward to starting your day of accounting with the most advanced technology named QuickBooks. However, there will be times when you will see some common issues or errors which will bother you to a great extent. After all, tech issues are petty and common, but can be resolved as well with a small number of steps. It is easy to generate invoices on the QuickBooks platform but what will happen if you cannot find a way to email it or you see an error while doing so.

Save Time, Reduce Errors, and Improve Accuracy

Dancing Numbers helps small businesses, entrepreneurs, and CPAs to do smart transferring of data to and from QuickBooks Desktop. Utilize import, export, and delete services of Dancing Numbers software.

This is a common error that being a QuickBooks user, you will experience while sharing invoices or statements to your customers. In this error, when you try to send an invoice through the QuickBooks to an email. Possibility is that with the service provider like outlook, users may get an error message like “QuickBooks is unable to send your emails to outlook“. Here are the reasons you may see this error:

  • The incorrect setup of email preference.
  • Installation of QuickBooks got damaged.
  • Particular domain was blocked.
  • Security settings on the email account from your service provider.

Steps to Fix QuickBooks Email Invoice Problems

First of all, you need to make sure that your QuickBooks software is its latest version. With this approach, you will not miss out on any latest feature being added to the platform.

Secondly, you need to check the preference settings in the web mail:

  • Login to your Email account.
  • At the top right menu bar, click on the Edit button.
  • Click on the Preferences.
  • Press click on the Send Forms on the left panel.
  • Under the tab of My Preferences, you need to select the specific email account you’re going to use.
  • You should click on the Edit option.
  • Next step is to mark the SSL box, or just select the Default tab.
  • In the field of Server Name, You also need to ensure that the server name matches your email provider’s settings. For example, If you are seeing smtp.mail.outlook.com then, change it to intuit.smtp.mail.yahoo.com and click on OK.

If you are still getting the same error of an incorrect password error message, then, please you need to follow the detailed steps in this article to resolve this:

QuickBooks is Not Accepting the WebMail Password

If you are getting this above mentioned error then you may wish to try these troubleshooting steps in order to fix the error. It will allow you to send invoices from QuickBooks.

  • First of all, go to the menu bar at the top and click on the “Edit” button.
  • Click on the “Preferences“.
  • Then you will see the panel at the left side, you need to click on the “My Preferences” tab.
  • Next is to click on the “Edit” to change the preference settings.
  • Then you need to choose the “Default“.
  • Now, you need to ensure that your email provider server name matches “Server Name” field in the application.
  • Make sure you should be using the correct password for your email account. Otherwise you will also get an error of incorrect password.

Now in order to check whether the error is fixed or not you need to do a test run.

  • Go to the “File” menu select
  • Select the “Close Company“.
  • Now you need to click on the “Open a Sample File” [It should be opened in “No Company Open” window.]
  • You need to choose the sample company file that you wish to open or share.
  • Fix and setup your email service provider settings in QuickBooks desktop and try to share the email once again.

You can also give us the query details and we will ensure to find the best possible solution for you which suits your business the most. If you any query then connect via Get a Free Consultation.

Accounting Professionals, CPA, Enterprises, Owners

Looking for a professional expert to get the right assistance for your problems? Here, we have a team of professional and experienced team members to fix your technical, functional, data transfer, installation, update, upgrade, or data migrations errors. We are here at Dancing Numbers available to assist you with all your queries. To fix these queries you can get in touch with us via a toll-free number 1800-689-5491 or chat with experts.


How to Change the Email Settings in QuickBooks?

You can always choose to change your customer-facing email address
Then, please select the Settings gear icon, and then choose Company Settings.
This Company tab will be selected by default. Then you need to click on the pencil icon to edit. It will be visible on the right of the Contact Info section.
You need to enter your company’s email address in the required company email field.
Click on the save button and then hit the Done button to save your changes.

How to Change the Administrator Email in QuickBooks Desktop?

There will be times, when you wish to change the admin email in your QuickBooks Desktop or account. Here are the steps to follow to do the same:

First of all, go to your Intuit account and login using your account credentials.
Then you need to go to the top right corner and Select Sign in & security.
Choose the specific Email address to enter.
Update the email address in the required field and then select the Save button.

How Can a QuickBooks Desktop Report be Emailed?

Let us guide you through the process of doing it in your QuickBooks Desktop (QBDT) software. Please refer to these below mentioned steps:

Firstly Login to your QuickBooks account.
Go to the Customer menu tab.
Click on Create the Statements.
In the window of the Create Statement, you need to enter the custom Statement Period From.
Then choose the appropriate customer for the statement.
Click on the Preview to review.
Lastly, you need to click on the email to send the statement to your customer.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Easy Process

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Error Free

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

On-time Support

We provide round the clock technical assistance with an assurance of resolving any issues within minimum turnaround time.

Pricing

img

Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

img

Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

img

Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

img

Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

Get Support

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

Call Now +1-800-689-5491
Dancing Number

Kindly Provide The Following Information To Download The Dancing Numbers.

X





    Top