QuickBooks for Mac and Mail problem

There is a QuickBooks function called Create Statements where you can send PDFs of statements by email. Recently it has stopped working. QuickBooks generates the emails for the statements but the PDFs are not attached. I can print the statements but I can not have them automatically attached to separate emails. I have reinstalled Quickbooks but the problem still persists. It worked up until recently. I have multiple versions/years of QuickBooks and all now have this problem so I am guessing it is the Mac OS or Mail. I am running OS 10.11.1 on a MacBook Pro 13-inch, Mid 2012.


Thanks for your time.


Ted

MacBook Pro, OS X El Capitan (10.11.1), none

Posted on Oct 22, 2015 7:11 PM

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21 replies

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Oct 22, 2015 7:43 PM in response to inididididididid

Ted, I would recommend that you buy an external hard drive and an install an older version of the MacOS on it that it is fully compatible with all of your QuickBooks versions. Install QuickBooks on this hard drive. When you start your Mac, hold down the option key and select the hard drive that you wish to boot from. If needed, you will be able to access files on your MacBook's internal hard drive when you have booted from the external drive.


I assume that $100 or so for an external hard drive will be a relatively small compared to your lost productivity.


Howard

Oct 22, 2015 8:03 PM in response to inididididididid

Ted, I would not recommend that you downgrade unless QuickBooks is the only thing (or the primary purpose) that you use this Mac for. I would recommend that you install the newest MacOS version that is fully compatible with your oldest version of QuickBooks on a new external hard drive.


Hopefully, you have a Time Machine backup with an older QuickBooks-friendly MacOS on an external hard drive. If not, I would not consider doing a reformat and reinstallation of your MacOS unless this is primarily a QuickBooks Mac. In any case, if you did this, you would need another hard drive to back up your Mac's data.


If you use Mail (and other Apple apps), their databases would not be usable on most older MacOS versions since their versions of the same apps use databases with older file formats. To transfer your data, you would have to export it to a different format and then open it on the newly formatted Mac.


Howard

Oct 22, 2015 8:43 PM in response to inididididididid

That's perfect. Do 1 more Time Machine backup and 1 manual data backup on your other hard drive.


Download ad the version of the MacOS with which all 5 QuickBooks happily coexist.

With the Time Machine backup drive attached, run the MacOS installer.

use Disk Utility to reformat the hard drive.

Return to the installation. Choose the option to restore your applications and documens from a Time Machine backup.

Choose the date when all 5 QuickBooks versions worked perfectly.

Complete the installation.

After your Mac reboots, run Disk Utipity to repair disk permissions.

Check for and install all Mac updates.

Run a Time Machine backup.

You will need to manually copy data from the last Time Machine backup or your manual backup to the appropriate locations.


More important info to follow (that I should have stated first).


Howard

Oct 22, 2015 9:12 PM in response to inididididididid

Your Time Machine backups are critical. They will give you the option to return your MacBook to its current state if needed.


Before commencing, back up all application data. I recommend exporting and/or converting data to all possible formats.


When you roll back your OS, the older Mail app won't be able to open your Mail database. If you currently use Microsoft Outlook, Mozilla Thunderbolt or some other third party app, this may not be an issue.


If you use the Photo app, export your photos as jpegs.


If you use iTunes, export your photos as mp3s. The older iTunes won't be able to open your iTunes database.


The older MacOS can't run the newer Mail, iTunes or Photos apps.


Now you may understand why I recommended installing your older MacOS on an external hard drive along with your QuickBooks programs. This ensures maximum uptime and functionality with a 1-time financial outlay and the minor inconvenience of having to use an external hard drive.


You would also be able to avoid needing to:

- Export data from all of your apps.

- Manually add photos, music, etc. added or create since that backup to the correct locations.

- Cry the blues over any missed data. It is all backed up so still recoverable.


If you use Stickies, its database might also be different.

iBooks is now a standalone app. It used to be integrated with iTunes. Do use it to store and synchronize pdf's.


If you currenty synchronize data (music, notes, contacts, pdf's, calendar, etc.) between your Mac and an iPhone, iPod Touch and/or an iPad using iTunes, please ignore all of the above. If you synchronize between iOS devices and your Mac using iCloud, if you have upgraded to iCloud Drive, you probably don't even want to roll back your primary OS.


If you install the older MacOS on an external hard drive and everything works perfectly after some tweaking, you can do a Time Machine backup of the external hard drive on a 3rd external hard drive (probably excluding the Mac's internal drive), do a final Time Machine backup on your original Time Machine backup then clone the external drive to your internal drive.


Howard

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QuickBooks for Mac and Mail problem

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