Client Checklist not emailing

[ptax255]

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.

[IRonMaN]

"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?

[ptax255 · Accepted solution]

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.

[ptax255]

Yes, same email.

[Lori f]

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

[LPTaxServices]

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.

[taxman32789]

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.

[taxman32789]

This worked for me. Here is the process.

In NEW OUTLOOK there is, what looks like, an on/off button in the top right corner. Clicking the button will turn New Outlook off and return you to the original Outlook.

Microsoft asks for a reason you are switching back. If you reply, "New Outbox does not work with Intuit Proseries batch email." Maybe they will coordinate it better next year.

My checklists showed up in the old outbox as usual. (I deleted them because I had generated some duplicates. I sent the whole list again and it worked as expected.)

[Craigatbeancounterstax]

Under "Help" there is a "go to classic Outlook" button.  Problem solved.