Can't send email from Invoice form

DustyMn

When I open the Invoice form and click on the "email" button, I get a form for sending the email as an attachment to the recipient. All is well and good, but when I click on the "Send email" button I get the attached pop-up indicating that there is an error sending the email with an attachment.

I am running Quicken Classic Business and Personal for Windows, Version R61.16, Build 27.1.61.16. I am running Windows 11, Version 23H2, on an HP laptop.

My email client is Microsoft Exchange. Normally I use the web version of Exchange, but I do have the Exchange application installed.

I first tried this over a month ago so this is not a new problem for me. It has never worked on my machine to my knowledge.

Quicken Jasmine

Hello @DustyMn,

It sounds like you're encountering a persistent issue where Quicken fails to send invoice emails with attachments. Since this problem has been ongoing for over a month and has never worked on your machine, have you tested whether the issue is specific to Microsoft Exchange by temporarily configuring a different email client, such as Outlook or a generic SMTP service? When you attempt to send the email, does Quicken provide a specific error code or message beyond just indicating a failure?

Since you primarily use the web version of Exchange but have the application installed, have you confirmed that Quicken is correctly detecting and interfacing with the installed Exchange app rather than defaulting to an unsupported web-based email process? Have you checked Quicken’s email settings to verify if it requires specific authentication settings for Exchange, such as enabling third-party app access or using an app password? Given that you're running the latest Quicken version on Windows 11, have you tested running Quicken as an administrator to see if that resolves any permission-related issues?

Let me know!