Background

For sending emails, including those with sales- and purchase-based document attachments (such as invoices, orders, quotes, bills, etc.), AccountEdge Pro for Windows is compatible with two desktop email platforms: Mozilla Thunderbird and Microsoft Outlook. Thunderbird is a free and open-source email application. The desktop version of Outlook is a component of the paid and proprietary Microsoft Office Suite.

If you are on AccountEdge Pro 2021 (64-bit) and higher, we recommend using the 64-bit version of Outlook or Thunderbird. If you are on AccountEdge Pro 2020 or earlier, you will need the 32-bit version of Outlook or Thunderbird. AccountEdge does not work with the Microsoft Store App version of Office.

To find out if your Office is the Store App version, you can visit this link: Microsoft Office Store App

Email Configuration

AccountEdge cannot send emails by itself. It can only send emails through your system's default email app. When you instruct AccountEdge to send an email, it will automatically use your system's default email client. There are no email settings within AccountEdge that can be configured by the user. Any changes you would like to make to your AccountEdge email settings must be configured in your default email app -- not in AccountEdge (because, again, there are no email settings in AccountEdge). When you send an email in AccountEdge, it will automatically use your system's default email client.

In Windows 7, 8, 10, and 11, you can set your system's default email client by:

1. Opening the Control Panel
2. Click on "Default Programs"
3. Click on "Set your default programs"
4. Click on Outlook and then click "Set this program as default"

A default email client *MUST* be installed and set up on your system before you can send emails from AccountEdge. Also, AccountEdge cannot send email directly through a webmail service (such as Gmail). You can, however, set up Thunderbird or Outlook to use a web-based email address, which would then enable AccountEdge to send emails using the desired webmail address. (Consult your webmail provider on how to configure your desktop email app to use your webmail email account.)

MAIN TAKEAWAY: There are no configurable email settings within AccountEdge itself. When you direct AccountEdge to send an email, it will automatically use the default email address you set up in your system's default email client. If you haven't set up your system's default email client, AccountEdge cannot send emails.

The majority of email errors can be resolved by copying the MapiEX Disable.txt file from the MAPIEX Disabler folder to the main AccountEdge folder.

• For the 2011 version: Move MapiEX Disable.txt file from the C:\AccountEdge2011\MAPIEX Disabler folder to the C:\AccountEdge2011 folder.
• For 2012 version and all versions after: Move MapiEX Disable.txt file from the C:\AccountEdgePro[Year]\MAPIEX Disabler folder to the C:\AccountEdgePro[Year] folder. (The [Year] will depend on your version of AccountEdge)

If this does not resolve your email issue, please see the following section on different error messages.

Errors

• MAPI Error Messages
• I/O Errors
• MAPI Dll Error Message
• A Program is Trying to Send Messages on Your Behalf"
• Email Attachment Missing Information

The most common error messages that are received when attempting to email from AccountEdge are MAPI errors. There are a few different error messages you could receive.

Examples:

• MapiEX could not open the message store or outbox
• Check MAPI configuration

On Windows Vista, Windows 7 or Windows 8 machines, the issue may be related to User Access Control. On Windows machines, AccountEdge Pro runs with administrator privileges. When attempting to send email from AccountEdge Pro, the email program must run at the same privilege level. If the email program wasn't running, AccountEdge Pro will launch the mail program with the appropriate privilege level. On the other hand, if the mail program was launched with a non-administrator privilege level, you will get one or both of the above messages. Therefore, either let AccountEdge Pro launch the mail program, or launch the email program with administrator privileges.

This problem should also be resolved by using the troubleshooting instructions.

I/O Error -5000 in Reset Routine  
I/O Error in Routine

Variations on this error may include messages similar to the following:  
— Error - I/O Error in Get Routine  
— UnauthorizedAccessException  
— The attachment file was created successfully but there was an error writing it  
— Error sending email

Known Causes

There are 2 known causes of these errors:

1. Security software: Antivirus, security system and other security software or settings may prevent your software from communicating with your email program. Try temporarily disabling any security programs and see if they are the cause.
2. Access to temporary files denied: When sending a document via email from AccountEdge, a PDF document is created and stored in a temporary folder on your computer. The PDF is 'Read Only' so it is not deleted or changed while the email is generated. After the email is created in the email program, such as Microsoft Outlook, the PDF document is deleted. In the event of a time-out, computer crash, or other unexpected interruption during this process, the software does not get the chance to delete the PDF and it is left behind in a 'Read Only' state.

Resolution

Try restarting your AccountEdge and your email program. This may remove the 'Read Only' status of the PDF. If the error persists, you can search for the PDF file on your computer and delete it.

To delete these files:

1. Open Windows Search
   • Windows XP: Click start and then click the search button
   • Windows 7 and Server: Click start and type in the search box right above the start menu
   • Windows 8 and 10: Hit the Windows key on your keyboard and start typing
2. In the Search box, type *.pdf.
3. Windows XP only: Click More Advanced Options then select the Search hidden files and folders option.
4. Hit the enter key. By default, the PDF files are typically found in the locations shown below. Replace *username* with the Windows login username:
   • Windows 7 and 8: C:\Users\*username*\AppData\Local\Temp
   • Windows XP: C:\Documents and Settings\*Username*\Local Settings\Temp
   • Windows Server 2008: C:\Users\*username*\AppData\Local\Temp
5. Once located, delete the offending PDF document depending on which area gives the error as shown in the table above

Note: You need to ensure hidden files and folders are displayed to view some of the folders listed above.

• To display hidden files in Windows 8 and 10:
  1. Simultaneously press the Windows and E keys on your keyboard. The Computer window appears
  2. Go to the View menu and select the option Hidden items
• To display hidden files in Windows 7
  1. Right-click the Windows Start button and choose Open Windows Explorer
  2. Go to the Organize menu and choose Folder and search options
  3. Click the View tab
  4. Select the option Show hidden files, folders and drives
  5. Click OK
• To display hidden files in Windows XP
  1. Right-click the Windows Start button and choose Explore
  2. Go to the Tools menu and choose Folder Options
  3. Click the View tab
  4. Select the option Show hidden files and folders
  5. Click OK

This error message is caused by a missing Windows setting. We have a separate support article that explains how to resolve this. This fix should only be undertaken by an IT professional. The support article is available here.

This is a message generated by the operating system. It is not actually an AccountEdge error. We have a support article with further information available here.

When you email forms out of AccountEdge (i.e.: sales invoices, statements, bills) AccountEdge sends the body of the message as well as the form selected. If you have customized your form by adding a logo or modifying the fields available this will come through as a PDF attachment.

It's possible for the form to be sent but it to be missing a logo or larger fields. There are several possible causes of this including:

• The image is too large to be sent (your email client or the email client of the person who receives the email will strip the image)
• The Custom Form is not stored in the proper place (Windows only)

If the issue is the size of an image on a form you can resolve this by instead getting a lower resolution (and smaller) image and re-customizing the form to include this.

Form Not Stored in Proper Place

Custom Forms should be stored in the Custom Forms folder within the AccountEdge Support folder. You can find the location of this folder by:

1. Going to Accounts
2. Clicking on Company Data Auditor
3. Look for the line that reads Custom Forms, etc. Here you'll see a link you can click on to open Windows Explorer.

When forms are placed into this Custom Forms folder they are also copied into a folder called AccountEdge Resources. This folder can be found in the main AccountEdge folder (C:\AccountEdgePro[Year]). If the forms are ONLY in this AccountEdge Resources it can cause problems with sending emails. You can copy the form from the AccountEdge Resources folder to the main support folder to resolve this.