What you need to be able to email from QuickBooks , Sage & Misys

1. Your mail server address.
   
2. Port number, by default we allow port 587 as mentioned above.
   
3. Valid username and password on the email server.
   

How can you get your email server settings

1. You can ask your IT guys to provide it to you.
   
2. You can find it yourself by going to Account settings within your email program, in case you are using Microsoft Outlook you can find these details by following the below instructions
   
• Open Control Panel --> Click Mail --> Email Accounts --> Select Your email account & click on Change --> here you will find the "OUTGOING MAIL SERVER SMTP" this is the server address you need.
  
• Now click on More settings --> Advanced --> here you will find the port number in the box next to "OUTGOING MAIL SERVER SMTP" this is the port number you need
  
3. Here are some most commonly used SMTP servers or you can see at the bottom of this article for more SMTP server Addresses
   

QuickBooks 2021 or newer

You will need an Intuit ID to be able to email from QuickBooks. You will be prompted during the setup process for your Intuit ID; If you do not have one, you can create one.

For Office 365 you will also need the ability to "consent to apps" enabled or you may receive an error on Step 4. You may need to check with your IT on these settings Managing user consent to apps in Microsoft 365 - Microsoft 365 admin | Microsoft Docs

1. Go to Edit --> Prefrences --> Send Form --> click on "Add"
2. Select your email provider and enter your email in the "Email Id" field. Make sure that "Enhanced Security (Recommended)" is checked off.
   
   
3. Log into your Intuit account when prompted. If you are already logged into your Intuit account you will not be prompted.
   
   
4. Log into your email account. (Office 365 shown below, you will be prompted by Google to login if using a Gmail or Google Workspaces email account)
   
5. Click on "Accept" when prompted to give QuickBooks access to your email. (Office 365 shown below, you will be prompted by Google to allow access if using a Gmail or Google Workspaces email account)
    

If the above is not working, we suggest you sign out of you Intuit account in your QuickBooks and then try the above steps again, and login to Intuit account while following the above steps

If you are subscribed to Office 365 through GoDaddy, you may receive the below message.
You will need to contact GoDaddy support to assist in setting the correct security settings in your Office 365.

For the "Redirect URI" Please use http://localhost instead of the documented https://localhost. In our testing we have found that https://localhost does not work.

In Office365: 
In Sage:

Sage 100 2021.3 or older

1. The SMTP email server of your company. (For example, for google apps, the SMTP server would be smtp.gmail.com)
   
2. The port number (For example, for google apps, the port is 587)
   
3. The Protocol (For example, for google apps, the protocol is TLS/STARTLS)
   
4. The application you are trying to email from (For example, QuickBooks, Sage, etc...)
   

Please note that it is outside of the scope of support to assist with your internal email configuration. gotomyerp will assist on a best effort basis, but email configuration is ultimately the client's responsibility.

Other SMTP Servers