Emailing from QuickBooks Office 365

You have the option to send emails from within QuickBooks using Web Mail and Office 365, 

• To setup in QuickBooks go to Edit - Preferences - Send forms.

• You will see the "my preferences" screen under send forms.

• Click the add button to setup your email account in QuickBooks.

After clicking the add button, the next screen will ask for your Office 365 ID (email address) and email provider. For Office 365 Provide choose "Other". For Server Name place in smtp.office365.com and for Port number place in 587. Check the SSL/TLS box.

• When emailing an Invoice or Report from QuickBooks Web Mail, you will see the screen below. If all information is correct for who you are trying to email, click the send button. To continue, your Office 365 email must have MFA enabled and an app password must be created. If that has not been done please follow those instructions with links below for those Knowledge Article. If you have MFA enable and an app password, please continue.

Multi-Factor Authentication Admin Setup Guide Office 365 | RECUR360 TECHNOLOGIES LLC Help Center (kb.help)

Multi-Factor Authentication End-User Setup Guide Office 365 | RECUR360 TECHNOLOGIES LLC Help Center (kb.help)

Create and delete app passwords in Office 365 | RECUR360 TECHNOLOGIES LLC Help Center (kb.help)

• After the Send button is click, QuickBooks Web Mail is going to ask for the Office 365 App Password. Make sure you have that password documented and paste into the password field.

• When password is entered and you click Ok. QuickBooks will give a message that email was sent successfully if all settings were entered correctly.

If you need assistance setting this up, please visit our Live Chat - https://r360.com/chat