I am using QBD 2020 Prem 30.0.4013.0
I setup e-mail to send my various documents to customers and vendors. We use MS Exchange as our e-mail server hosted by MS.
I found this article about how to setup Webmail but ran into several problems.
In preferences I selected Send Forms -> Web Mail. Selected Add, entered my [email address removed] e-mail address, chose Outlook/Hotmail/Live as the e-mail provider. Clicked OK. I got a logon screen to my MS account, entered my password, clicked Sign in.
The problem is that I get back to the Email setup screen, but now my e-mail address has been replaced by [email address removed], which unfortunately is also used as the sending e-mail address.
And after receiving my test e-mail I also see this e-mail id as the sender, instead of our [email address removed] e-mail address.
What am I doing wrong? I sure would like my customers and vendors to see my real e-mail address instead of the above substitute.
It seems this is quite an odd behavior while you're doing the right thing. Let's perform an update to make sure this fixes the issue, gerdgoebel.
Sometimes, you may experience a different kind of behavior in QuickBooks Desktop. You'll want to update QuickBooks to the latest release to resolve this. Then, reconfigure your email address.
If you're referring to QuickBook's E-mail, you'll have to go to the Company Information page and update the information from there. Here's how:
However, if it's still showing an incorrect email address, just let me know so we can take a look at it again. Also, a screenshot is much more appreciated since I couldn't open the one that you just attached earlier. Furthermore, learn how to update your email address so you can retrieve your login credentials. Go through this article for more details: Update The Email Address You Use For QuickBooks Desktop.
Drop a comment below if you have any concerns about your email address. Remember, we're here to help you all the time. Stay safe!
Thank you for the update, gerdgoebel.
I would also prefer to use my email as a sender if I were in your case. There’s a setting you need to change in addition to setting up webmail, and I’ll be happy to guide you through it.
To achieve this, you'll want to update the sender's email in the Send Forms setting under File.
Speaking of forms, you may want to put your own style by customizing them. Here's an article to guide you through that: Use and customize form templates.
I’m sure your customers and vendors can rest assured that the email they receive is from you. Let me know if you need more help. Take care always!
Thanks for your reply, but I don't have an edit button on the screen I get.
This is the screen I get
I went into an invoice and check to send the e-mail later, came back to this screen. The invoice was displayed here.
on the top right I entered the sending e-mail address and the receiving one (my personal e-mail) sent it, but when I got the e-mail in Outlook on my Mac it still showed that odd long number with the text "on behalf of" then my name and my own e-mail address.
I now speculate that my own e-mail address might be the one from the My Company -> Company Identification-> Admin e-mail. I hope I am wrong as this e-mail address should never be used when sending e-mails to customers or vendors.
All I would want to see is our sales at domainname dot com e-mail address as the sending e-mail address.
My guess is that it has something to do with the Microsoft exchange server account we use.
Hi there, @gerdgoebel. I'm determined to ensure you'll be able to set up the correct sending email address.
Allow me to share the steps I've found that helped other users with the same issue as yours. You'll have to set default data file in outlook.
Furthermore, you'll want to customize your form templates to make it look more attractive to customers.
Please come back and post about your results after following the steps. It's my priority that you find the success you need.
Sorry for the late reply.
My File -> Send Forms looks different and there is no edit e-mail address button.
FYI I use QBD 2020 Prem R13.
This is my screen
And the from e-mail address is not our sales at domain dot com e-mail address I have in the company file.
It must have something to do with the MS Exchange account we use.
I appreciate your time and effort in trying to perform the suggested steps by my colleagues above, @ gerdgoebel. I’m here to point you in the right path so we can resolve your email issue.
Since you're still getting the same result after updating and toggling your preferences in your QuickBooks account, I’d recommend contacting our Customer Care Team. They can pull up your account in a secure environment and further investigate this behavior.
You can read through this article to learn how the email address you’ve linked with QuickBooks can be used with receiving notifications and retrieving credentials: Update the email address you use for QuickBooks Desktop.
Feel free to visit this article to learn how you personalize the templates and its context: Use and customize form templates.
Let me know if there's anything else I can help you with setting up your email or any other QuickBooks related concerns. I’d be glad to help you out. Take care.
I tried what you suggested, but what a surprise, because I only have a prem version but not a plus subscription there is not help!!!
The support rep mentioned company policies, still tried to help, forwarded 2 e-mails, but the additional surprise was all he forwarded where some articles and suggestions that I already got from the QB community.
What a disappointment.