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cbmattick
Level 2

Can't Send Invoices via Outlook/ MS Exchange Email

I have my Intuit Merchant Services Accounts connected to my QuickBooks file.  .  When I go into QuickBooks Desktop for Mac settings and choose "@email", it says I am sending email using my "default email handling application".  That should be MS Outlook 365.  However, when I go to send an invoice via email, it will send it via Apple Mail and  iCloud but not via MS Exchange.  How do I determine what is my "default email handing application"?  When I go into QB Desktop for Mac and choose "Send directly out of QB to your Email Account", it asks me for an SMTP server.  When I enter this information from microsoftonline.com/outlook/settings, and QB tests it, it says the email account check failed.  This is the information, including password, that I used to go into microsoftonline to find the SMTP server, port and connection.  When I go into microsoftonline and look at account name or email there, weirdly it says that "cbmattick" is the account name and a backup gmail account is my email.  Even though I used my regular email to successfully get into microsoftonline.  What do I need to do???

1 Comment 1
CamelleT
QuickBooks Team

Can't Send Invoices via Outlook/ MS Exchange Email

Let's sort out your default email concern, cbmattick.

 

First, here's how we can check your default email handling application:

 

  1. Select Apple Mail and Click Preferences.
  2. On the Preferences tab, hit General.
  3. Confirm what's your default email account.

 

Then, we can set up your chosen email provider and use it as the default. Here's how:

 

  1. Go to QuickBooks and click Preferences.
  2. Click the Email icon.
  3. On the For sending Emails section, choose Send using your Default Email handling application.

 

For more information about how to connect and track emails in QuickBooks Desktop for Mac, click this link.

 

Additionally, I'll add this article to help you create templates and use the Layout Designer to customize forms in QBDT for Mac: Customize form templates in QuickBooks Desktop for MAC.

 

Hit reply if you have further questions about managing your default email application. I'll be around to help. Take care!

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