When experiencing issues with emailing from QuickBooks, follow these troubleshooting steps to resolve the problem efficiently.

Step 1: Verify Initial Email Settings

Before proceeding, ensure that the standard email configuration steps outlined in the Emailing from QuickBooks guide have been completed. If the issue persists, the problem may be related to the default web browser setting.

Step 2: Set Google Chrome as the Default Browser

To ensure proper email functionality in QuickBooks, Google Chrome must be set as the default browser within the Verito environment.

Steps to Set Google Chrome as the Default Browser:

Open Default Apps Settings

• Click on the Start menu.
• In the search bar, type Default apps and select the Default apps option from the results.
• Scroll down to the Web browser section.
• Click on the currently selected browser (e.g., Microsoft Edge).
• A list of installed browsers will appear. Select Google Chrome from the list
• If prompted with a message asking if you want to switch browsers, confirm your choice by selecting Switch anyway.

Step 3: Configure QuickBooks to Use Web Mail

Once Google Chrome is set as the default browser, adjust QuickBooks settings to enable email functionality.

Steps to Configure Web Mail in QuickBooks:

• Open QuickBooks and log into your company file.
• Click Edit from the top menu bar and select Preferences.
• In the Preferences window, click Send Forms from the left panel.
• Select the Web Mail option and click Add.
• In the pop-up window:
• Enter your Gmail address.
• Click on the dropdown under Email Provider and select Gmail.
• Ensure that the option for Use enhanced security is checked.
• Click OK.
• A confirmation message will appear. Click Continue.

Authorize QuickBooks to Use Gmail:

• Google Chrome will open a new window.
• Log in to your Gmail account.
• A prompt will appear asking for authorization.
• Click Allow to grant QuickBooks access to your email.

Step 4: Finalize the Configuration

• After clicking Allow, return to QuickBooks.
• Click OK in the Preferences window to save your changes.
• Attempt to send a test email to confirm that the issue is resolved.
• Need Further Assistance?

If you are still unable to send emails from QuickBooks, please contact Verito's Technical Support team for additional assistance.