For Windows:
Ensure QuickBooks and Outlook Compatibility:
Confirm that your versions of QuickBooks and Outlook are compatible. Check the Intuit support website for compatibility information.
Update QuickBooks and Outlook:
Make sure both QuickBooks and Outlook are updated to the latest versions.
Set Outlook as the Default Mail App:
Go to the Windows Settings.
Select "Apps" and then "Default Apps."
Under "Email," set Outlook as the default mail app.
Repair Microsoft Office:
Open the "Control Panel" and go to "Programs."
Select "Programs and Features," find Microsoft Office, and choose "Change."
Select "Quick Repair" or "Online Repair" and follow the prompts.
Run QuickBooks Email Test:
Open QuickBooks and go to "Edit" > "Preferences" > "Send Forms."
Click on "My Preferences" and ensure that Outlook is selected.
Click on "Outlook" and then "Set Up Email."
Run the QuickBooks Email test.
For macOS:
Ensure QuickBooks and Outlook Compatibility:
Check for compatibility between QuickBooks for Mac and Outlook on the Intuit support website.
Update QuickBooks and Outlook:
Ensure that both QuickBooks for Mac and Outlook are updated to their latest versions.
Reconfigure Email Preferences:
In QuickBooks for Mac, go to "QuickBooks" > "Preferences."
Select "Email" and then choose "Default email."
Reconfigure the email preferences, ensuring Outlook is selected.
Run QuickBooks Email Test:
Go to "QuickBooks" > "Preferences" > "Send Forms."
Select "My Preferences" and ensure that Outlook is selected.
Click on "Outlook" and then "Set Up Email."
Run the QuickBooks Email test.
Check Outlook Settings:
In Outlook, make sure your email account is correctly set up and working.
Check for any updates or patches for Outlook.
Contact QuickBooks Support:
If the issue persists, consider reaching out to QuickBooks support for assistance.
Greetings,
Peter
