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To email from AccountRight, you need to have Microsoft Outlook 2007

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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 .There are some things you'll need to do before you can email from AccountRighton your computer. If you use Office 365, make sure Outlook is installed on your computer and not used online.

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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:

tip

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.

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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:

To 2013 or 2010

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title	1. Make Outlook your default email program

title

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.

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How you set Outlook

as your default email program

Open Microsoft Outlook.

Click the File tab.

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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.

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title	To set Outlook 2007 as your default email program

Open Microsoft Outlook.
Go to the Tools menu and choose Options.
Click the Other tab.
Under General, select the Make Outlook the default program for E-mail, Contacts, and Calendar checkbox.

Choose the 2013 2010

2. Choose the default email address to send emails from

title

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.

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To set a default email address in Outlook

2010 or

later

Open Microsoft Outlook.
Click the File tab.
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Click Account Settings and then choose Account Settings from the list.
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.)
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 or 2013, see if the issue posted on the Microsoft Support site applies to you, and what you can do to resolve it.

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title	To set a default email address in Outlook 2007

Open Microsoft Outlook.
Go to the Tools menu and choose Account Settings.
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.)
Click the Data Files tab and again select the email address you want to use then click Set as Default.

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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 messages.

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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:

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Sending emails

Choose how to send emails

Set up AccountRight for emailingto send emails

Set up your default email messages

Set the default forms to use when emailing or printing

Save a personalised form

Personalising forms

Sending emails

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Make Outlook your default email program

Choose the default email address to send emails from

To set a default email address in Outlook

2010 or

later

Additional email settings

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