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jtreitman
Level 2

Email setup

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)

 

 

14 Comments 14
Anna S
QuickBooks Team

Email setup

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:

 

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

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

  1. Go to the QuickBooks Edit menu and press Preferences.
  2. Choose to Send Forms.
  3. Hit WebMail, then Add.
  4. Click your provider from the drop-down and enter your email address.
  5. 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.)
  6. 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!

jtreitman
Level 2

Email setup

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

JenoP
QuickBooks Team

Email setup

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. 

jtreitman
Level 2

Email setup

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.

jtreitman
Level 2

Email setup

JenoP, can you confirm that QuickBooks Desktop Point of Sale 18.0 supports Windows 10 Mail for emailing receipts and purchase orders? I don't want to spend my time tracking down a solution that doesn't exist.

JamesDuanT
Moderator

Email setup

Hello jtreitman,

 

Though QuickBooks Desktop Point of Sale 18.0 is supported in Windows 10 operating system, we still can't verify whether the Mail app is compatible with it or not. This information is based on the supported links that other users are using for reference: 

Hence, contacting our Technical Support Team will be our best course of action. They can confirm if the Mail app is compatible for emailing receipts, purchase orders, and other transactions within the program. In addition to that, it is already out of our scope when dealing with support charges. You can ask them about it ahead of time before they start doing any troubleshooting steps. Their contact information can be found on the article provided by JenoP.

 

You can always get back to us whatever the result of your conversation. Additional details about it would be great, too.

jecalderon
Level 4

Email setup

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

wellroom
Level 2

Email setup

I am having this same issue.  Windows Mail in Windows 10 is performing properly with other apps, but QB POS is throwing off the same error message.  I would appreciate hearing if there was a resolution to this issue.

wellroom
Level 2

Email setup

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

GlinetteC
Moderator

Email setup

Hello there, wellroom.

 

As much as I wanted to help you get rid of the error message in POS, I'm unable to take a look into your account in this public forum.

 

I highly recommend reaching out to our phone support team for QuickBooks POS. They have access to the resources necessary to accomplish the task and troubleshoot the error for you. Please check it here

 

I also encourage you to check some of our commonly asked Point of Sale questions.

 

Please visit us again here if you have any other concerns.

Corkncap
Level 2

Email setup

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

wellroom
Level 2

Email setup

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

Corkncap
Level 2

Email setup

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.

Corkncap
Level 2

Email setup

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.

 

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