Office 365 Webmail Set-up for Quickbooks desktop 2021 for Mac

Hello @bpike,

Let's perform a few troubleshooting steps so you can send invoices to your customers without any issues.

To start with, let's install and make sure to download the latest released version of QuickBooks for Mac 2021. Let me show you how.

1. Go to QuickBooks.
2. Select Check for Updates.
3. On the pop-up window, select Install Update.
4. Click Install and Relaunch.

But if you still unable to completely set up webmail even after following the steps above, consider manually updating your product with the steps outlined in this article: How to keep QuickBooks for Mac up-to-date so you always have the latest features and fixes?

Additionally, I've also included this reference for a compilation of articles you can use while working with us: Help Articles - QuickBooks Desktop for Mac.

If you have any other questions, please let me know in the comments below. I'll be here to lend a hand.

Hi Jonpril,

I am up to date. This really doesn't apply to what I'm looking for. I'm trying to make a connection with my Office 365 webmail.

Brian

I'm here to provide additional steps so you can email invoices in QuickBooks, @bpike.

It's good to know that you've updated your QuickBooks to the latest release. Since you still experience the same thing, let's now run the verify/rebuild tool to isolate the error you received. Here's how:

1. To verify data. Go to the File menu and select Utilities.
2. Click Verify Data, then OK to close all windows. When the message “Your data has failed the integrity check” appears, rebuild your file. If none, it means that there are no problems within your file.
3. To rebuild data. Go back to the File tab, then click Utilities. 
4. Tick Rebuild Data, then select OK to close all windows.
5. Hit OK to create a backup of your company file.
6. Once done, select OK.

Set-up and send email again. If the same result, make sure QuickBooks is running as administrator. Refer to these steps:

1. Look for the QuickBooks icon then right-click. Select Properties.
2. Click the Compatibility Tab.
3. Deselect Run this program as Administrator. If the Run this program as Administrator option is grayed out, tick first "Show Settings for All Users".
4. Hit Okay.
5. Exit and restart QuickBooks.

However, if the issue persists, I recommend contacting our technical support team. This way, they can further investigate the root cause of the issue and provide additional steps to fix it for you. To connect with them, follow these steps:

1. Head to the Contact support page at this link.
2. Choose QuickBooks Desktop Mac. 
3. Click on Search for something else and enter Error: Unable to authenticate with the current session's credentials.
4. Hit Search.
5. Select Start a Message. 

For your reference, you may visit this article: How to fix "Error: QuickBooks is unable to send your email to Outlook".

You might also want to visit this wonderful guide to browse topics that can help you with your QuickBooks tasks. To get started head to the QuickBooks for Mac user's guide. 

Feel free to get back here if you have additional concerns about setting up and sending emails via QuickBooks. I'll be around to help. Have a good one. 

Thanks @DivinaMercy_N 

I tried those steps and it did not correct the issue. I went through the steps to connect with support however the chat function does not work.

Any other thoughts on how I can set-up my webmail?

Thanks for going through the steps shared by my colleague, @BRIAN.

Since the issue persists after performing the troubleshooting steps, I recommend doing a clean install.

This removes your QuickBooks Desktop (QBDT) software and reinstalls it from a clean slate. Let me show you how.

Before uninstalling the software, have your download file (or installation CD) and license number ready then proceed to these steps:

1. Close QuickBooks.
2. Go to the Finder menu.
3. Select Applications.
4. Drag the QuickBooks icon to the Trash.

For more details about this process, you can refer to this article: Reinstall QuickBooks for Mac using clean install.

In regards to contacting our Support team, you can reach out to them through this link instead. Ensure to check their Support hours to know when agents are available.

Moreover, in case you want to personalize your sales template, check out this link for the detailed steps: Customize form templates in QuickBooks Desktop for MAC.

In case you have other clarifications or questions about setting up your webmail, let me know in your reply. I’m always around ready to help and back you up. Keep safe and stay well.

Thanks @JasroV 

Before I do a reinstall, can you send me what the Office 365 webmail settings would be so I can make sure I am using the correct information? I am not sure what setting is causing the failed check. I can't find a webmail set-up on the community site. 

Thanks

Allow me to chime in and share what requires you to send emails in QuickBooks Desktop for Mac, bpike.

Meeting the system requirements is important in terms of sending emails. And, this process requires Apple Mail, Microsoft Outlook 2016 or later, including Mac Office 365.

To connect your email to QuickBooks, here are the steps:

1. Go to QuickBooks, then select Preferences.
2. Select the Email icon.
3. From Send Emails Using, select Custom.
4. A list of Email Accounts appears. If you haven't added any email accounts to QuickBooks, this list will be empty.
5. Select the + icon to add a new account.
6. Add an account name, then add the settings from your email provider.
7. Repeat for any other accounts you want to add.
   
   

You’ll find the email address listed in the From field of your message and you can choose any account to send from.

I'm adding this article to help review the set up: Email sales forms in QuickBooks Desktop.

Let me know if you need anything else with setting up an email. I'm always right here to help you.

Thanks @MaryLandT 

That did not work. I already had the account set-up. I get an error "Unable to authenticate with the current session's credentials." For some reason it can't connect.

I do not show a custom item. I can't get the connection test to work. It is not able to authenticate. Not sure what other settings to test out.

Thanks for the update, @bpike. With that, I can guide you on the action you need to take care of this issue.

I know the importance of setting up your email provider (i.e., Office 365 Webmail) to QuickBooks Desktop (QBDT) for Mac so you can email invoices, reports, and other sales forms. Let's reset the system's update to clear all previous downloads and refresh the program. This way, you're able to have the latest features and fixes to remove the error you've encountered. Here's how:

1. Go to the QuickBooks drop-down menu.
2. Select Check for QuickBooks Updates.
3. If a newer version is available, select Install Update.
4. When prompted, select Install and Relaunch.
5. When the update is complete, QuickBooks for Mac automatically opens.

Once done, go ahead and set up Office 365 Webmail again. You can refer to this article for the step-by-step guide: Connect and track emails in QuickBooks Desktop for Mac.

Additionally, you can email any of your forms with their attachments directly from QuickBooks. Then, you're able to save documents as PDF, email attachments, and use email tokens. To learn more about this, you can check out this article: Email sales forms in QuickBooks Desktop.

Let me know how it goes in the comments below. If you have other concerns about emailing sales forms in QBDT for Mac, I'm just around to help. Take care always.

Hi @Rea_M 

This is all the same information as listed in the above comments. I'm not receiving new information.

Hi bpike!

I understand that you need to connect your Outlook 365 Webmail to QuickBooks Desktop for Mac. Since the steps shared by my peers give you the same result, it's best to reach out to our Support Team. They can investigate and see what's causing the error.

1. Click Help at the top menu and select QuickBooks Desktop Help.
2. Tap Contact us and then enter the error message in the question field.
3. Select Continue and choose a way to connect with them.

Another way to contact them is by clicking this link: Contact Us.

Keep on posting here if you have more concerns. Take care!

I'm having the same stinking issue.  Only, I'm using QB2020 desktop for Mac.  I was already on the phone yesterday with support.  Support cannot figure it out either.  I guess I'll have to contact Microsoft. It's got to be something on their end that is not letting QB get into the mail server settings.

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@bpike wrote:

Thanks @MaryLandT 

 

That did not work. I already had the account set-up. I get an error "Unable to authenticate with the current session's credentials." For some reason it can't connect.

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Has anyone gotten an answer for how to set this up? GoDaddy just switched to exchange and now our Quickbooks won't email invoices, even with all of the correct settings.

Thanks in advance!

Meg

Hi there, @NaplesFlorida.

Thanks for sharing your feedback with us.

There are a few possible reasons why your email won't work in QuickBooks:

• Domain admin permissions.
• The email preference being set incorrectly.
• Security settings from your email provider blocking Intuit processes.

To isolate the issue, we want to make sure your QuickBooks Desktop software is in its latest release. QuickBooks periodically provides maintenance release and software updates to fix emailing issues, add features or enhancements, and update compliance information.

Let's try downloading the release patch from the internet, by following the steps below:

1. Click this link Downloads & Updates.
2. Add your location from the Select Country drop-down.
3. On the Select Product drop-down, choose your QuickBooks Edition.
4. Select the version year of your product from the Select Version drop-down.
5. Hit the Search button
6. In the Here’s your product section, click the Get the latest updates link.
7. Choose Save/Save File to download the update.
8. Once downloaded, double-click the file to install the update.

For more details on how to set up your email service in QuickBooks Desktop, you can check out this article: Connect your email to QuickBooks Desktop

If the issue persist, I recommend contacting one of our Technical Support Team. They have the tools necessary to check your company file and help you send invoices without issues.

Here's how to get support:

1. Go to the Help menu.
2. Choose QuickBooks Desktop Help.
3. Tap the Contact us button.

Additionally, you can browse our Help articles page for reference. There, you can read articles that will guide you in completing your future tasks.

Please know that I'm just a reply away if you have any other questions about this concern or with QuickBooks. I'd be pleased to help you out. Take care and have a good one.

I am having the same issue as other with PC version of Quickbooks Desktop 2020. I have I have been using the software for a number of years and never had this problem until a few months ago. I have talked to tech support with Intuit, my email provider (Godaddy) and computer security, McAfee LiveSafe as late as today to no avail. I have switched browsers from Google Chrome to Microsoft Edge to Firefox, all with the same issue. I have turned off my firewall, added the specific websites to my browsers and reduced the security to its lowest level, again to no avail. Can someone from Intuit please help with this issue? It is causing a major issue with my invoicing process

Hello @dbr2,

I know some users who want to use a different email provider for sending emails. I'm here to help you fix the issue in QuickBooks Desktop.

You can perform some basic troubleshooting to isolate and fix the issue. Let's identify if the problem is only happening to a specific company file.

I suggest you start by updating QuickBooks Desktop to the latest release. Aside from improving the performance of the software, this process also fixes common and complicated errors automatically.

Here's how:

1. Click the Help tab in the upper-right corner, then select Update QuickBooks Desktop.
2. Go to the Update Now tab.
3. Select the updates you want to include.
4. Put a checkmark on the box beside Reset Update.
5. Hit Get Updates. 
6. Close and re-open QuickBooks.

Once done, I recommend you create a new company or a sample file and check if you can set up and use the Godaddy email provider without any issues.

Here's how:

1. Click the File tab at the top menu bar.
2. Select Close Company.
3. Click Open a sample file or Create a new company. 

If it works, switch back to the affected company file and run the Verify Data and Verify Rebuild tools. These features in QuickBooks will help self-identify data issues within a company file and self-resolve them using Rebuild Data.

To run Verify Data:

1. Click the File tab at the top menu bar.
2. Hover your cursor to Utilities.
3. Select Verify Data.

Next, please run the Rebuild Data option through these steps:

1. Click the File tab at the top menu bar.
2. Hover your cursor to Utilities.
3. Select Verify Rebuild.

After following the recommended solutions, please restart your QuickBooks and set up the email again. You should now be able to get back on track with your invoicing process.

You can also check this article for more details about how to use the QuickBooks Tool Hub to repair QuickBooks: Fix common problems and errors with the QuickBooks Desktop Tool Hub.

Drop me a comment below if you have any other questions about the program features or emailing invoices. I'll be happy to help you some more.

Hey, just curious if you were able to get this issue resolved? I have been unable to send invoices from QuickBooks (Desktop Mac 21) for over two weeks now. I have spent a considerable amount of time hunting down a Customer Support number that will take me to MAC support and once on the line, have had more than an issue resolving the problem, i.e.; the issue is not resolved. I was able to send email no problem up until about two weeks ago. I have contacted my email provider (GoDaddy) they say the issue is not on their end. I have attempted to add a Gmail account and still get the same error message. So where is the problem and WHAT more immortality is the fix?! I am more than annoyed right now and thinking there must be other invoicing software that would be easier to use. Maybe that's where I need to spend the time I am wasting on QuickBooks "customer support." 

Were you able to get this resolved Meg? Beyond frustrating to say the least. My outgoing Invoices are no longer able to send from QuickBooks either. 

I was just forced as well to upgrade to Outlook 365 on GoDaddy and also can't send anything from Quickbooks.  Just in time for end of month billing.  :(  Just starting my troubleshooting journey and all these reload the software recommendations are ignoring crappy software design and error handling.

Did you ever find a solution to the issues with Godaddy email and Quickbooks? Was having no issues until last week. Was online with QB for help for over 2 hours of them forcing me to do all the troubleshooting I had already done on my own and still no resolution. Keeps telling me my password is incorrect.

Done all the troubleshooting and I'm still having this same issue. Rendering the QB Desktop pretty useless....

Hello there, angelaln99.

Appreciate you for trying all the troubleshooting steps that were shared above.

 Since you're still getting the same result, I would recommend giving us a short call to check it further. We'll need to pull up your account in a secure environment then run a set of examinations. This helps us your account in detail and we'll know the correct information.

Within your QuickBooks Company file, select QuickBooks Desktop Help from the Help menu. You can also press F1 on your keyboard to bring up the same Help panel. To route you to the correct support expert, we need to know what type of question you have. Give a brief description of your issue and click Continue.

Alternatively, you can also use this link: 

1. Go to this link: Contact QuickBooks Desktop.
2. Enter your full name and email address.
3. Then, follow the on-screen instruction to complete the process.

Comment below if you have any other concerns or additional questions about QuickBooks. I'm always here to help. Take care.

The winning settings for QB desktop 
Edit
Preferences
Send Forms
Edit button

Email id: remains the same (your email)
Email provider: remains the same (others)
Server name: smtp.office365.com
Port: 587
check mark next to ssl/tls