DivinaMercy_N
Moderator

Other questions

Thanks for updating us, @VirginiaVet. I can see that you did everything you could to authorize Gmail to work with QuickBooks Desktop (QBDT). Don't worry, I'm here to provide additional steps to get this issue resolved positively.

 

I appreciate you attaching a screenshot for this. Since you've mentioned that QBDT is already updated to the latest release, let's now proceed with checking the browser's email preferences. We have to ensure that  Internet Explorer is selected as a default browser. Here's how:

 

  1. Close your QBDT company file.
  2. Next, open Internet Explorer.
  3. From there, navigate to the Settings menu and select Internet options.
  4. Click the Programs tab and select Set Programs.
  5. Then, select Set your default programs and choose the email service you want to use.
  6. Click Apply, then OK.
  7. Once done, close Internet Explorer.

 

After that, reauthorize QBDT again to continue using Gmail.

 

However, if you're still unable to do so, I recommend reaching out to our Technical support team to further investigate the root cause of the problem. Once connected, you can request a screen-sharing session for them to easily review your setup and provide additional fixes. 

 

Once everything is fine, you're now ready to email forms in QuickBooks.

 

Should you need to modify your form templates, feel free to visit this article for the detailed instructions: Create custom email templates in QuickBooks Desktop.

 

Let me know how it goes and please post a reply below. Also, if you have additional follow-up questions about enhancing Gmail security, feel free to get back here. I'm always willing to lend a hand. Have a great day ahead and take care.