How to fix QuickBooks not attaching pdf to email? Full Guide

QuickBooks not attaching PDF to email is a frequent problem encountered by users, particularly after updating to Windows 10. This issue often presents error messages such as “QuickBooks could not save your form as a PDF file” or “Your forms were not sent because QuickBooks could not create the necessary PDF files.” Although QuickBooks offers the QB Print and PDF Repair Tool to address common printing and PDF issues, it sometimes fails to correct this specific error.

In this blog, we provide a method to resolve issues related to QuickBooks desktop not attaching invoices to email. The solution we discuss will be useful, especially when the QuickBooks Print and PDF Repair Tools are unable to fix the problem of not being able to email invoices in QuickBooks desktop or answering the question of why can’t I email an invoice from QuickBooks.

Factors For QuickBooks desktop not attaching invoice to email

The following are the most viable reasons that may cause problems when trying to attach PDFs with QuickBooks:

• Using outdated QuickBooks software may bring forth issues such as QuickBooks not attaching PDF to email.
• Incorrect email settings in QuickBooks may result in problems like can’t email invoices in QuickBooks desktop.
• Using a corrupted PDF converter within QuickBooks can lead to issues when attaching a PDF.
• Compatibility issues between QuickBooks and the email application may cause QuickBooks not attaching PDF to email.
• Problems with the QuickBooks installation can cause such problems with QuickBooks.
• Insufficient user permissions in QuickBooks might prevent QuickBooks desktop from allowing PDF attachments.
• Being blocked by security software or firewall settings could also hinder QuickBooks from attaching PDFs to emails.

Stepwise Guide to fix QuickBooks not attaching pdf to email

Let’s delve into resolving the issue of QuickBooks not attaching PDFs to emails with practical, effective troubleshooting steps that ensure smoother operations.

Solution 1: Use QuickBooks Print & PDF Repair Tool

To address issues such as “QuickBooks not attaching PDF to email,” “can’t email invoices in QuickBooks desktop,” and if you’re wondering “why can’t I email an invoice from QuickBooks,” the QuickBooks Print & PDF Repair Tool can be very effective. Here’s how to use it:

• Download and install the QuickBooks Tool Hub from the official QuickBooks website.
• Open the QuickBooks Tool Hub.
• Navigate to the “Program Problems” tab.
• Select the “QuickBooks PDF & Print Repair Tool” and allow it to run.
• After the tool completes the repair process, attempt to save or print a PDF again to check if the issue with emailing invoices is resolved.

Solution 2: Manually Update QuickBooks Desktop

To effectively resolve the problem of “why can’t I email an invoice from QuickBooks,” consider using the QuickBooks Print & PDF Repair Tool. This tool is specifically designed to fix issues related to printing and PDF services in QuickBooks, including when QuickBooks does not attach PDFs to emails. Here’s how to use it:

• Close QuickBooks Desktop and access the Start menu.
• Search for the QuickBooks Desktop icon, right-click on it, and select ‘Run as administrator’.
• QuickBooks will open to the ‘No Company Open’ screen.
• Navigate to the Help menu and select ‘Update QuickBooks Desktop’.
• In the Options tab, click on ‘Mark All’ and then click ‘Save’.
• Go to the ‘Update Now’ tab, check the ‘Reset Update’ box, and click ‘Get Updates’.
• Once the update is complete, reopen QuickBooks. If prompted, click ‘Yes’ to install the updates.
• Restart your computer and attempt to attach PDFs to emails again to see if the issue is resolved.

Related Article: Learn How to fix QuickBooks Missing PDF Component

Solution 3: Adjust Email Preferences in QuickBooks

To address the issue of not being able to attach PDFs to emails or send invoices directly from QuickBooks, adjusting your email preferences within QuickBooks is crucial. Proper configuration ensures that QuickBooks communicates effectively with your email application. Here’s how to adjust these settings:

• Open QuickBooks and navigate to the ‘Edit’ menu.
• Select ‘Preferences’ from the dropdown list.
• In the Preferences window, click on ‘Send Forms’.
• Within the ‘Send Forms’ preferences, choose ‘My Preferences’ tab.
• Here, you can select the email account you use for business correspondence and click ‘Edit’.
• Verify or re-enter the email settings as required, including the SMTP server and port information to ensure they are correct.
• Click ‘OK’ to save your changes.
• Try sending a test email with a PDF attachment to confirm that the settings are correct and the issue is resolved.

By ensuring your email preferences are correctly set up in QuickBooks, you can eliminate issues related to emailing invoices or attaching PDF files.

Solution 4: Repair Your QuickBooks Installation

Repairing your QuickBooks installation can help resolve issues such as QuickBooks not attaching PDFs to emails. Here’s a streamlined approach to using the Windows Control Panel for this purpose:

1. Close QuickBooks and all related processes to ensure they do not interfere with the repair.
2. Have your QuickBooks installation CD or downloadable installer ready, just in case it is required during the process.
3. Back up your QuickBooks company file to safeguard your data.
4. Open the Start menu, type ‘Control Panel’, and select it.
5. Navigate to ‘Programs and Features’ or ‘Uninstall a Program’.
6. Find QuickBooks in the list of installed programs and select ‘Uninstall/Change’.
7. In the QuickBooks installation window, select the ‘Repair’ option and follow the on-screen instructions to start the repair process.
8. Allow the repair utility to run, which might take some time.
9. Restart your computer if prompted to complete the repair process.
10. After restarting, open QuickBooks to verify if the issue with attaching PDFs to emails has been resolved.
11. Check the functionality by accessing your company file.

Important: Always have a recent backup of your company file as a precaution. If problems persist after the repair, consulting a professional is advisable for further assistance.

Solution 5: Run QuickBooks with Administrator Rights

Running QuickBooks as an administrator can resolve issues related to permissions that might prevent QuickBooks from attaching PDFs to emails. Here’s how to run QuickBooks with administrative privileges:

1. Close QuickBooks if it’s currently open.
2. Locate the QuickBooks Desktop icon on your desktop or in your start menu.
3. Right-click on the QuickBooks icon.
4. Choose ‘Run as Administrator’ from the context menu.
5. If prompted by User Account Control (UAC), click ‘Yes’ to allow QuickBooks to make changes to your device.
6. Once QuickBooks opens, attempt to attach a PDF to an email to see if the issue is resolved.

Running QuickBooks as an administrator grants the program additional permissions that might be necessary for performing certain tasks like emailing invoices or attaching files, potentially resolving related issues.

Solution 6: Reset Email Settings Within QuickBooks

Resetting the email settings within QuickBooks can often resolve issues related to not being able to attach PDFs to emails or send invoices directly. Here’s a step-by-step guide to resetting your email preferences:

1. Open QuickBooks and navigate to the ‘Edit’ menu at the top of the window.
2. Select ‘Preferences’ from the dropdown menu.
3. From the list on the left, choose ‘Send Forms’.
4. Go to the ‘My Preferences’ tab within the Send Forms section.
5. Click ‘Web Mail’ or ‘Outlook’, depending on which service you use.
6. Click the ‘Edit’ button next to the email account you want to modify, or add a new account by clicking ‘Add’.
7. Make the necessary changes to your email settings or simply remove the account and set it up again to ensure all settings are correctly configured.
8. After adjusting the settings, click ‘OK’ to save your changes.
9. Close the Preferences window and try to attach a PDF to an email again to test if the reset has resolved the issue.

Resetting these settings can help ensure that QuickBooks is properly configured to interact with your email client, which is critical for sending emails with attachments directly from the software.

Wrapping up

We have provided you with a comprehensive guide to address the issue of QuickBooks not attaching PDFs to emails. We recommend following these troubleshooting steps sequentially. If you find these solutions difficult to implement on your own, it might be beneficial to seek professional assistance.

For expert help regarding the QuickBooks PDF attachment issue, feel free to reach out to the specialists at Data Recovery Services through helpline Number.