Question

Email setup

Forum|Forum|6 years ago
January 9, 2020
7 replies
6 views

Recently updated to Windows 10. How do I configure QuickBooks POS 18.0 Pro to send emails (receipts, purchase orders etc) with Windows 10 Mail App? When I try to send an email I get the error "Problem - An error occurred while trying to send email. Solution - Please verify that you have a default Windows email client set up and configured properly."

I do have the Windows 10 Mail app set up and configured properly (works with other programs)

QuickBooks Point of Sale

Anna S

Hey there, @jtreitman.

I'm here to help you get back to business by being your guide on sending emails from your Desktop account.

You can send transactions through Webmail or Outlook using Desktop as long as you set it up correctly. To set up your email using Outlook, you need to contact your internet or email provider and gain the following information:

Username
Password
Incoming email server address
Incoming email server type
Outgoing email server address

Then you can set up Outlook by following the steps below:

Click the Edit menu.
Choose Preferences and Send Forms.
Pick Outlook and select OK.

You can also set up a secure Webmail connection. Here's how:

Go to the QuickBooks Edit menu and press Preferences.
Choose to Send Forms.
Hit WebMail, then Add.
Click your provider from the drop-down and enter your email address.
Select the Use Enhanced Security checkbox and pick OK. (You can uncheck the box if you receive the error message: Network Error. Please try again.)
When prompted, sign in to your Intuit account.

That's all there is to it! You may find this article about connecting your email to Desktop helpful too.

Please know I'm only a post away if you need me. Best wishes!

J

jtreitmanAuthor

Your solution applies to QuickBooks financials. I am inquiring about QuickBooks Point of Sale 18.0 Pro level.

JenoP

QuickBooks Team

Hi there, jtreitman.

We appreciate all the details that you've shared and making sure that everything is configured properly.

I'd recommend reaching out to our phone support team for QucickBook POS. They'll help you double-check what's causing the error even if the Windows 10 Mail App is already set as default.

Please go to this article and go to the Check out our support hours section to get their contact details: Intuit QuickBooks Desktop & Point-of-Sale software support policies.

Visit us again if you need anything else.

J

jtreitmanAuthor

Am I correct in assuming that Intuit will charge me for this help? I'm a bit tired of paying for solutions to issues that are not of my making.

jecalderon

Same frustration. I might be able to help you. Please contact me at The Boss Keeper.

W

wellroom

I am experiencing the same problem - wondering if you were able to identify a resolution.

C

Corkncap

I am having the exact same problem. Were you able to find a solution?

W

wellroom

Never got a solution. If you do I would love to hear!

C

Corkncap

I did figure out a workaround for my needs. I use a receipt printer for almost all receipts but only occasionally need to email them. This worked fine until I upgraded my PC and put a newer version of Office that doesn't have Outlook included. The version of Office on my previous PC did, which is why it worked. I use Gmail so that didn't work well for me anyway. I would have to create the email in a mail client and save the PDF out of it and then attach it to a Gmail email.

Today I was able to create a PDF of a receipt by changing my sales receipt printer in workstation settings to "Microsoft Print to PDF" and then reprint the receipt, creating a file. Then I went back into the configuration and changed the sales receipt printer setting back to my 40 column receipt printer. The first time I did this it changed the template to "letter" so I had to change the template back to what I was using for my receipt printer. After doing that once, it appears to leave the template setting alone in subsequent instances. This works ok for me given the few number of times I need a PDF of a receipt but it would be cumbersome if I had to go back and forth a lot.

Hope this helps.

C

Corkncap

I did just get an answer from support. At the moment this feature only works with a locally installed version of Outlook and no other email client. They are aware of this issue and are working on a solution.

Y

Yyzienki

January 12, 2023: confirmed Intuit is partnered with Microsoft but still can’t use OWA or baked-in mail app with POS v19 and doesn’t sound like they intend to enhance the software to allow the receipt email function to work without paying Bill Gates the yearly O365 subscription fee. 😞 Unacceptable restriction. I told them to at least update the error message to the accurate issue: “Sorry, you MUST buy the Outlook client so we can make even more money in that way.”

J

jkthird

Spent all day on this.

I set up an [email address removed] email.
I set it as the default email in Send Forms
It worked!!