Page tree

Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
HTML Wrap
classsection group
HTML
<span data-swiftype-index="true">
HTML Wrap
classcol span_3_of_5
UI Text Box
sizemedium
typenote

NEW! You can now use online invoice payments if you email customer invoices from AccountRight using Microsoft Outlook.

You can send emails using Microsoft Outlook 2010 or later (32-bit) if this software is installed on your computer. If you use Office 365, make sure Outlook is installed on your computer and not used online.

UI Text Box
sizemedium
typetip

In AccountRight 2016 and later, emails can be sent If your company file is online, you can send emails straight from AccountRight, so you don't need Microsoft Outlook or other email software installed on your computer. Learn more.

If you have used AccountRight to send emails and want to switch back to Outlook, go to the Setup menu > Preferences > Emailing tab and deselect the option Send Emails Using AccountRight.

Preferences window with email option highlightedImage Modified

 

To email from AccountRight through Microsoft Outlook, you'll need to:

  • make Outlook your default email program, and
  • choose the default email address to send emails from.

Here's how:

 

UI Expand
title1. Make Outlook your default email program

Make Outlook your default email program

AccountRight relies on Microsoft Outlook software being installed on your computer, and for it to be set as the default email program.

Apps like the default Mail app provided with Windows 10 or 8 are not compatible.

To

How you set Outlook

2010 (or later)

as your default email program

  • Open Microsoft Outlook.
  • Click the File tab.
    Image Removed
  • Click Options.
  • Under Start up options, select the Make Outlook the default program for E-mail, Contacts, and Calendar checkbox

    depends on your version of Microsoft Office. For instructions, see this Microsoft support article.

    UI Expand
    title2. Choose the default email address to send emails from

    Choose the default email address to send emails from

    If you have more than one email account set up in Outlook, emails will be sent from AccountRight using the default email address that’s selected in Outlook.

    To set a default email address in Outlook 2010 or later

    1. Open Microsoft Outlook.
    2. Click the File tab.
    3. Click Account Settings and then choose Account Settings from the list.
    4. Select the email account you want to make the default account, and then click Set as Default. (If the option is greyed out, it means that the account you’ve selected is already the default account.)
    5. Click the Data Files tab and again select the email address you want to use then click Set as Default.

    Emails still being sent from the wrong address? If you’re using Outlook 2010, see if the issue posted on the Microsoft Support site applies to you, and what you can do to resolve it.

    UI Text Box
    sizemedium
    typenote

    Emails sent via Outlook will only be sent if Outlook is open. If outlook is closed, emails sent from AccountRight will sit in Outlook's outbox folder and will send when Outlook is opened.

    Additional email settings

    There are some other email settings you can set, such as the default email subject and message. For details, see Set up your default email settingsmessages.

    UI Text Box
    sizemedium
    typenote

    Using a web email service?

    If you usually send emails via a web email service, such as Gmail, you can most likely access and send emails from Microsoft Outlook via IMAP or POP.

    You'll need to refer to your email provider's instructions on how to access and send emails from Outlook, but here's some information that might help you out:

    HTML
    </span>
    HTML Wrap
    width15%
    classcol span_1_of_5
     
    HTML Wrap
    floatleft
    classcol span_1_of_5
    Panelbox
    namegreen
    titleRelated topics
    HTML Wrap
    classsidebarlinks

    Sending emails

    Choose how to send emails

    Set up AccountRight to send emails

    Set up your default email settingsmessages

    Set the default forms to use when emailing or printing

    Save a personalised form

    Personalising forms

    Panelbox
    nameyellow
    titleFrom the community

    RSS Feed
    titleBarfalse
    max5
    showTitlesOnlytrue
    urlhttp://community.myob.com/myob/rss/search?q=set+default+form&filter=labels%2Clocation%2CsolvedThreads&location=category%3AAccountRight&search_type=thread&solved=true

    HTML Wrap
    classmorelinks
    More »