After a recent Google Apps implementation, our client let us know she was unable to email directly from QuickBooks using her new email address. She was attempting to connect to QuickBooks using the default Gmail settings, but the system kept prompting her for a password. After a frustrating call with Intuit, she resorted to downloading each PDF individually and attaching manually via Gmail until we came to the rescue to figure it out.
To connect your Google Apps for Work email account to QuickBooks Pro 2015, here’s what to do:
Note: There is one potential downside to this approach. You’ll have to enable users to sign in from what Google considers “less secure apps.” You can enforce this for all users (essentially allowing anyone to authenticate from any app) or you can enable it, so each user can turn it on for their account specifically. We recommend the latter if you have a bunch of users who do not need to email from QuickBooks.
Have your Google Apps Administrator enable or enforce Less secure apps in your account.
- Sign in to the Google Admin console
- Click Security > Basic settings.
- Under Less secure apps, select Go to settings for less secure apps.
- In the subwindow, select the Allow users to manage their access to less secure apps radio button (this option allows each user to toggle their access on or off) OR select Enforce access to less secure apps for all users (this option allows all users to sign in through less secure apps).
- If you choose Allow users to manage their access to less secure apps, you’ll have to have each user needing QuickBooks email access do the following:
- Go to the “Less secure apps” section in My Account.
- Next to “Access for less secure apps,” select Turn on.
Change preferences for sending forms in QuickBooks.
- Click Edit > Preferences.
- In the list at the left of the Preferences window, click the Send Forms icon.
- In the Send email using section, select Webmail.
- Click the Add button. QuickBooks opens the Add Email Info window.
- In the Email Id field, enter your email address.
- In the Email Provider field, choose Others.
- In the Server Name field, enter “smtp-relay.gmail.com” (without quotations).
- In the Port field, enter 587.
- Ensure the SSL box is checked.
- Click OK.
- Click OK again to exit the preferences window.
- Test using a QuickBooks form!
We hope this solution saves you some time integrating Google Apps/Gmail with QuickBooks. Need help with this or anything else technology related? Leave us a comment or contact us.
Port & Starboard LLC specializes in technology consulting for small businesses. We can help with any technical problem, big or small. We specialize in web hosting, business application implementation (Salesforce.com, Xero, Google Apps and WordPress are a few of our favorites), technical project management IT procurement and training. We’re also based in Virginia Beach. If you’re local, let’s meet for coffee and talk about your business!
Port & Starboard really came to the rescue with this issue. We have always emailed invoices and estimates from QuickBooks and thanks to Jeff and Lisa, we can continue to do so!
I am having the same problem, however this procedure didn’t solve it. Any other ideas? Quickbooks works fine with my regular gmail account.
Hi Mark. Thanks for your comment on our post! I just responded via e-mail to see if you’d like to jump on a call and try to get it figured out together. 🙂
Where you able to fix Mark’s problem. I believe that I have the same issue.
I set up the preferences as directed above, and my settings in google are allowing for less secure apps. But I am asked for my password after I try to send and then receive a error massage stating that your email and password is incorrect. Could it be the 2-step verification that I have on my account?
It could be. The client we did this for didn’t have 2-step verification. Have you tried turning it off to see if that changes anything? QB is just so finicky. Theirs even stops working randomly sometimes, and they need to re-set it up.
OMG, thank you thank you. Google is so mindbogglingly obtuse!
This was just enough information to get me connected with QB.
Glad we could help. 🙂
Would you guys know of any solution for the same problem with QB online?
I can’t seem to get into Google Apps Administrator. It says I need a G Suite. I have no idea what that means.
Can you help please?
Jessica