When sending emails from QuickBooks with Outlook, edits are discarded and the mail is sent as created by Quickbooks.

Anonymous
2022-10-18T02:15:10+00:00

The Outlook bug in this year-old thread is back.

https://answers.microsoft.com/en-us/outlook_com/forum/all/cannot-edit-quickbooks-generated-outlook-emails/cc37fa11-b801-4df4-ac5a-0dfef52be63f

Steps to reproduce:

  1. Create invoice in QuickBooks, click "Email" button.
  2. A draft email is created in Outlook from your default invoice template with the invoice attached.
  3. Edit that email - add or remove text, and send.
  4. Look in Sent Items. The sent email DOES NOT HAVE YOUR EDITS.

This is subtle, and super annoying - how often do you think to check if your e-mail got sent the way you wrote it? I only noticed because I went back to copy some text that I had written for a new e-mail and saw that it was missing from the email as sent.

Outlook | Windows | Classic Outlook for Windows | For home

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  1. Anonymous
    2022-11-09T23:07:21+00:00

    Thank you Andrew. I understand it now. I will test editing the text in the table in the invoice email.

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  2. Anonymous
    2022-11-09T22:57:00+00:00

    The email as constructed by QuickBooks is delivered to Outlook just fine. If you then send that email, it will go as created by QuickBooks. However, if you make any edits to that email before clicking send, those edits are removed from the sent email and the message is reverted to the way it was when it was created by QuickBooks. It’s not uncommon for people to customize the greeting or add a note to the template-generated email from QuickBooks, and that’s what’s being lost.

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  3. Anonymous
    2022-11-09T22:48:10+00:00

    Andrew, All,

    I am trying to repro the issue myself. When you process an invoice, what is the part that is missing when you check Sent Items? Is it the Customer Message section? I see this gets added to the PDF attached invoice. Is it missing from the PDF file?

    Or, are you editing the email generated by QuickBooks and is that the text that is missing?

    Image

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  4. Anonymous
    2022-11-09T19:39:20+00:00

    Hi Gabriel - many thanks for your note. I will address in the in-app ticket - I'd be happy to get on the phone with someone...

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  5. Anonymous
    2022-11-09T19:09:31+00:00

    I was also in the process of using the IDNA tool and it definitely makes quickbooks not be able to open outlook at all. On mine it just says recieved no response freom outlook.

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