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Sending emails using Microsoft Outlook

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.

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.

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:

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.

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: