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Experienced Member

send emails with Office 365 Outlook

Dear All,

 

I have two questions related to sending emails with Outlook using Quickbooks Desktop 2019 and Windows 10

 

1). In my Quickbooks Outlook is not showing up as a choice for email provider in edit, preferences, send forms. I checked in Windows, settings, default app and Outlook is selected for email.

 

2) A client wants to send emails with Outlook. Quickbooks opens Outlook and copy in the text. So this works fine. But the sender address is wrong. The client has several email Ids configured in Outlook. Quickbooks open the email with the sender id of the Microsoft Outlook.com id, which is not the default sender id in Outlook. Is there a way  to tell Quickbooks which sender email id to use?

 

Thanks

Edy

4 Comments
QuickBooks Team

Re: send emails with Office 365 Outlook

Glad to have you here in the Community, @ewerder

 

Let's perform some steps so you can set up Outlook as your email provider in the program. 

 

For your first question, here are some reasons Outlook isn't showing as an option on the Send Forms preferences: 

  • Outlook isn't selected as the preferred email program in Internet Explorer.
  • The program is hosted on the cloud and your service provider does not have Office installed as a hosted application.
  • You're using an older Click-to-Run (CTR) version of Microsoft Office. 

 

The Office 365 is only supported when it's locally installed, not the web version. You can verify the Outlook version if it's compatible for your 2019 version by checking out these system requirements

 

Then, let's make sure Outlook is the preferred email program in Internet Explorer. If you're using the 9.0, 8.0 and 7.0 versions, here are the steps: 

  1. Select Tools, then choose Internet Options.
  2. Go to the Programs tab.
  3. Select Set Programs, then choose Set your default programs.
  4. Choose your email application.
  5. Click Set this program as default, then OK.
  6. Choose Set program access and computer defaults.
  7. Select Microsoft Windows.
  8. Hit Use my current Microsoft e-mail program from the drop-down menu.
  9. Click OK.

 

For Internet Explorer 6.0:

  1. Select Tools, then choose Internet Options.
  2. Go to the Programs tab.
  3. Select Set Programs, then choose Set your default programs.
  4. In Internet Programs, select Outlook as the Email program. 
  5. Click OK.

 

Once done, you can go back to your company file so you can set up Outlook as your email service

 

For your second question, you can edit the Mail Profile settings in Windows. By doing so, you can choose which sender email ID to use. Here's how: 

  1. Close the program.
  2. Go to the Windows Start button, then open the Control Panel.
  3. In the Search Control Panel field, enter Mail and choose Mail in the results screen.
  4. Select Show Profiles in the Mail Setup window. 
  5. Choose Always use this profile, then click OK.
  6. Open the software and set it to use Outlook for email.
     

If you're still unable to see Outlook as an option on the preferences, you can proceed performing the fifth to eight solutions through this article: Outlook is Missing in QuickBooks Desktop Send Forms Preferences

 

The resources above will help you get the information you need, @ewerder

 

Please know that I'm always here to help if you need anything else. Wishing you and your business continued success with QuickBooks!

Experienced Member

Re: send emails with Office 365 Outlook

Hello,

 

Thanks for your reply and sorry for the late answer.

 

To my first question that Outlook is not available in "send forms". I see WebMail, Mozilla Thunderbird and Quickbooks Email. I thought there may be a space issue and Outlook cannot be seen. So I removed Mozilla Thurnderbird from my system. Now I have two choice - Mozilla Thunderbird is gone - There is now a gap. Please see attached screenshot. Today I got a new patch in Quickbooks, June update. But no change. I guess to fix it, I ŵould need to re-install Quickbooks.

 

I have Office 365 Business Premium which gets frequent updates.

 

I followed the article you mentioned. But nothing helped.

 

As for my second question re Quickbooks creates Outlook email with wrong sender id. My client has Office 365 too. Latest Outlook and also Windows 10. You cannot any longer set default email provider in Internet Explorer. This is now integrated in the settings of Windows 10. My client has only one Outlook profile and within the profile 4 email id installed. Quickbooks should pick up the email ID set as default. Unfortunately it doesn't. It used the sender id of @Outlook..com . I think this is the same id (Microsoft account) which is used to login to Windows 10. I'm not sure, but I think with previous versions of Quickbooks used the correct email id from the Outlook profile.

 

Thanks

Edy

QuickBooks Team

Re: send emails with Office 365 Outlook

Thanks for getting back to us, @ewerder.

 

I appreciate you following the steps and sharing the result of the troubleshooting steps provided by my colleague. You can consider re-installing QuickBooks to show the Outlook email in the Send Forms window. 

 

If you get the same result, I'd like to redirect you to the best support available so this gets addressed right away.

 

Since you've already tried all of the recommended solutions from the article shared by my colleague, I recommend reaching out to our QuickBooks Specialists this time. One of them will need to take over and perform additional troubleshooting to fix the issue with the missing option.

 

To reach them: 

 

  1. Go to the Help menu.
  2. Select QuickBooks Desktop Help.
  3. In the Have a Question window, click Contact us at the bottom portion of the screen.
  4. Click Search for something else.
  5. Type in a keyword about your concern.
  6. Hit Search.
  7. Click on Start a Message.

You can check out this article for your reference: Contact the QuickBooks Desktop Customer Support Team.

 

Please know that you can always get back into this post if you have more questions. I'll keep an eye out on your response.

Experienced Member

Re: send emails with Office 365 Outlook

Okay thanks - I will try to re-install Quickbooks and eventually contact support.