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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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.
"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?
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.
Yes, same email.
any idea when Proseries will upgrade to the new outlook app?
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.
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