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J
jeggertz
December 7, 2021
Question

Sending emails with gmail in Quickbooks

  • December 7, 2021
  • 19 replies
  • 115 views

Why can't Quickbooks use Gmail to send emails within the program?

19 replies

M
MirriamMQuickBooks Team
QuickBooks Team
December 7, 2021

Hi there, jeggertz. I want to make sure you'd able to send an email with Gmail in QuickBooks.

 

You can edit your email information and set the server name and port to your email provider. Here's how:

  1. Go to the Edit menu at the top.
  2. Click Preferences.
  3. Select Send Forms.
  4. Under the My Preferences tab, select your Gmail account.
  5. Click Edit.
  6. Go to the SMTP Server Details section in the Edit Email Info screen.
  7. Set the server name and port to your email provider settings. 

 

For more details on the steps above, visit this article: Fix Error: Could not connect to the email server. Then, once done, send a test email again. 

 

For additional reference in connecting your email to QuickBooks Desktop (QBDT), see this resource: Connect your email to QuickBooks Desktop.

 

Please let me know in the comments section down below if you have any other concerns. Have a great day ahead.

J
jeggertzAuthor
December 8, 2021

The server name and port have been set. I can use gmail to send forms. The problem is I can not create and send a customer an email from within Quickbooks using gmail When I try, I get the following error message "Your email cannot be sent because Quickbooks does not support the email program you are using. The supported programs are Outlook, Outlook Express, Windows Mail and Moziliz Thunderbird. I can't imagine there are more Quickbooks customers using Mozilia Thunderbird than there are using gmail.

    Adrian_A
    Adrian_A
    Level 8
    December 8, 2021

    I appreciate you for getting back to us, jeggertz.

     

    Let's perform some troubleshooting steps to isolate why you're unable to send forms from within QuickBooks using your Gmail account.

     

    First, you can use a 2-step verification for Google. Here's how:

     

    1. Turn on 2-step verification for your Google account.
    2. Go to QuickBooks Edit menu and select Preferences.
    3. Select Send Forms.
    4. Select Web Mail and Add.
    5. Fill out the Add Email Info section and select OK.
    6. Click OK.

     

    If you're already using the 2-step verification option, then you're good to follow the second step:

     

    1. Turn off 2-step verification for your Google account.
    2. Turn on less secure app access in Google. You can read the Google security standards to understand how this may affect your account.
    3. Go to QuickBooks Edit menu and select Preferences.
    4. Select Send Forms.
    5. Select Web Mail and Add.
    6. Fill out the Add Email Info section and select OK.
    7. Select OK.

     

    If the same error persists, you'll have to configure the enhanced security setting in QuickBooks. Here's an article as your guide: Gmail couldn’t sign you in from QuickBooks Desktop.

     

    I'm just a post-away if ever you have other concerns in sending emails. Have a good one!

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