Setting Up Webmail and Tracking
This guide outlines the step-by-step procedure to configure the Web Mail feature in the latest version of AccountEdge. This feature allows users to send emails directly from AccountEdge, eliminating the need for external email clients such as Mac Mail, Thunderbird, or Outlook.
1. Launch AccountEdge
- Open the AccountEdge application on your system.
2. Access Web Mail Setup
Once the username and password are entered, click on Setup.
- Select Preferences.
- Click on the System tab.
- Check the option "I Use Web Mail".
Click on the Web Mail Setup button.
3. Configuring Email Provider
- In the pop-up window, select your Email Provider from the drop-down list.
Based on your selection, the Outgoing Mail Server, SMTP Port Number, and Connection Security settings will be configured automatically.
A helpful How-to Video is available via the hyperlink next to the drop-down for additional guidance on the Web Mail setup process.
4. Generating an App Password
Click the App Password Help link to generate a secure App Password.
Note: This is not your regular email password. It is a unique password that allows third-party applications like AccountEdge to send emails.
For Google Email Users:
- Visit the provided link to generate an App Password.
Enter a name for the app (e.g., "AccountEdge") and click Create.
Copy the generated password and paste it in the AccountEdge Web Mail setup pop-up.
For Microsoft Email Users:
Click on Create Password as shown in the screenshot to generate an App Password.
Note: If you encounter issues generating an App Password, please consult your email provider for support.
5. Finalizing Setup
- Paste the App Password into the App Password field in the Web Mail setup window.
Click Send Test Email to verify that the configuration is successful.
Watch the Setup Video for additional help: https://www.youtube.com/watch?v=hA7EplepwVk