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Replying to:
JamaicaA
QuickBooks Team

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You're always welcome, @WesterFence. I appreciate your interest in using the new Outlook with QuickBooks Desktop. Feeling comfortable at your convenience is what we aim to offer for our users.

 

Since your admin setting is neither checked nor greyed out, you'll want to consider following Maybelle_S's instructions above to review the administrative privileges. Before proceeding, please make sure you've locally installed the new outlook. It will help us test their compatibility.

 

Once done, let's set up Outlook to work with QuickBooks by contacting your internet or email provider first to get the following info:

 

  • Username
  • Password
  • Incoming email server address
  • Incoming email server type
  • Outgoing email server address

 

After that, follow the steps below:

 

  1. Go to the QuickBooks Edit menu.
  2. Select Preferences and Send Forms.
  3. Select Outlook and OK.

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For the complete details of setting up your email service, check out this guide: Connect your email to QuickBooks Desktop.

 

If you're still experiencing issues, I recommend contacting our Support Team. They can help you narrow down this issue and provide troubleshooting according to your situation. Note the operating hours to reach out during their availability.

 

Here's how:

 

  1. Go to the Help icon, then select QuickBooks Desktop Help.
  2. Press Contact Us.
  3. Enter a description of your subscription concern, then click Continue.

 

With this information, you should be able to utilize the new Outlook with QuickBooks. Let me know if you need more help with the navigation within the product, I'll be here to help you.

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