Email setup in Sage 50 is easy to configure you can use several email applications such as Gmail, Outlook, or webmail. You’ll require an admin account in Windows and Sage 50 to set up email so that you can send documents and reports directly. You can rely on the default email application on Windows, or you can set up webmail, which is accessible through any web browser and doesn’t require any specialized email client software. In this post, you’ll learn how to set up email in Sage 50 accounts.
How to Set up Email in Sage 50 Accounts
To set up email in Sage 50 Accounting software, choose your email provider (Outlook, Gmail, Webmail), apply email settings to relevant areas, and save the changes by selecting layouts and clicking OK.
Set up Microsoft Outlook with Sage 50
- Log into the Sage 50 company file as an admin.
- From the main menu, choose Maintain.
- Click on Email Setup.
- Choose Use Default Email Application.
You can now send documents, transactions, and reports through Microsoft Outlook. When you open a report or a transaction, you can choose to email and send the data directly through your Outlook account.
Related Topics: Fix Sage 50 Not Sending Emails
Steps to configure webmail to Sage 50
As mentioned before, webmail offers greater flexibility than email clients. Users can access the email functionality from any browser on their system, till the system is connected to an active internet connection.
- Log into the Sage 50 company file as an admin.
- From the mail menu, choose Maintain, then Email Setup.
- Click on Edit Email Setup.
- Choose Use a webmail account.
- Click on Add account information.
- Choose the type of webmail service.
- Input your email address. While Gmail, Yahoo Mail, and Outlook have predefined settings in Sage 50, you can choose others to set up preferences for any other email account.
- Choose the Edit or Remove links to make changes to the email setup in Sage 50.
Note: you’ll have to provide the SMTP server and SMTP port information if you choose Other.
Related Topic: Resolve Sage 50 Email MAPI Error
Conclusion
In this post, I’ve provided information about email setup in Sage 50. So you can choose your preferred email client or rely on webmail to send emails directly from Sage 50. I hope this article helped you in setting up your email successfully.
FAQ’s
What can I send after connecting email to Sage 50?
You can send both transactions and reports directly from Sage 50 via your email. You can also use the contact information stored in Sage 50 to accomplish this task. So it’ll be easy for you to send invoices to your customers and purchase orders to vendors.
Which email clients can work with Sage 50?
Any MAPI compatible email client can work with Sage 50. For instance, you can connect Sage 50 with outlook, Gmail, and several other programs. You can also use webmail to access email functionality.
Is there any specific benefit that webmail has over email clients?
Webmail is more flexible, as it enables you to open emails through your web browser. Whenever you use the email feature from inside Sage 50, your email account will launch directly in your web browser.
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