Level 6

Solved

Client Checklist not emailing

Anyone else having issues with emailing the client checklist? Why is this so painful every year.

I used Outlook and Thunderbird. Windows/Proseries are up to date

I don't get any error messages. It says the checklist has been emailed, but I emailed it to myself as a test and have not received it.

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Best answer by ptax255

If it helps anyone, the issue was:

1. Outlook has a new app called Outlook(new) and the old one - turns out they are different apps. I uninstalled the New one and kept the existing one

2. Check 64bit in Proseries Options.

Level 15

"Why is this so painful every year."

Intuit's motto - no pain, no gain.

Out of curiosity, are you mailing it to the same e-mail address that you have associated with ProSeries, or a different personal e-mail?

Slava Ukraini!

Level 6

Yes, same email.

ptax255AuthorAnswer

Level 6

If it helps anyone, the issue was:

1. Outlook has a new app called Outlook(new) and the old one - turns out they are different apps. I uninstalled the New one and kept the existing one

2. Check 64bit in Proseries Options.

Level 2

any idea when Proseries will upgrade to the new outlook app?

Level 3

I use the new outlook and in searching through copilot it mentions being able to go to the options and then email to enter the email account details.

When I go there, there is no option to enter the email information.

I am on the latest version of proseries 2024.

Level 3

I am having the same problem.

There is no choice in tools/options to update an email server to use. And nowhere I have found to get Proseries Pro 2024 working with outlook.

All the little pain in the ass time sucks are why I won't be back for 2025.

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