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Experienced Member

Outlook Prompting For Log in when involving anything Quickbooks

Using Quickbooks Enterprise Solutions: Manufacturing & Wholesale 19.0.

 

One of my team members is new, she's been setup on outlook and quickbooks and such and has been working a couple weeks now. 

 

When she goes to send a sales order, or an invoice or anything that causes outlook to open with a pdf she is prompted to sign into outlook. I realize I should be asking in a Microsoft forum but since it's Quickbooks related, it can't hurt.

 

It seems like Outlook isn't trusting Quickbooks, what steps do i need to take to fix that?

 

I figure since she is a new user, there is something I didn't set up correctly. She is logged in to outlook automatically and prior to opening and logging into Quickbooks. 

 

The default program in send forms and throughout her windows 10 setup is outlook for any email. We use the desktop application. We are running Office 365

 

Let me know if you need more detail. 

3 Comments
QuickBooks Team

Re: Outlook Prompting For Log in when involving anything Quickbooks

Welcome to the QuickBooks Community, @Tab77.

 

There may be a saved password in the Windows Credential Manager different from this user's credentials. This a digital locker where Windows store login credentials that were used to sign in to websites or other software installed on your computer.

 

Since she often gets this prompt to enter the username and password in Outlook while working in QuickBooks, you can either delete the stored information in the Remove from Vault section or add her login credentials in Windows Credentials located on the computer's Control Panel.


When doing this, I highly suggest consulting an IT expert for further assistance.

 

After that, she can now send sales orders and invoices in QB without being prompted to sign in.

 

Just in case, I'm adding this article for future reference: Set up email service.

 

Please let me know in the comment section if you encounter any other issues. I'm always here to help. Have a great rest of the day!

Experienced Member

Re: Outlook Prompting For Log in when involving anything Quickbooks

Thank you, what it turned out to be was the user's outlook account and domain account were both running on the outlook desktop app and Quickbooks and/or Outlook prompted to open a new email in both causing an issue. 

 

We resolved it by removing her domain account and removing the outlook.com account. 

QuickBooks Team

Re: Outlook Prompting For Log in when involving anything Quickbooks

Glad to hear this was a simple fix, Tab77. If you ever need assistance again in the future, please don't hesitate to reach out here. Take care.