In order to send emails, you need to configure your SMTP server correctly.  It’s possible that you may need a computer-savvy person to help you set it up.

  • If you use an email app like Outlook, Windows Mail, or Thunderbird, then you should copy your email account settings from your email app into the “Email Setup” screen in Cashbook.
  • If you are using a common web-based email address like Gmail, Hotmail, or YahooMail, please refer to the web-based email provider settings below.

Watch a video tutorial on Email Setup.

Note for Xtra Email Customers (NZ)

If your internet provider is Xtra (Spark), then there are some very important things you need to be aware of.  Please click here for more information.

Web-Based Email

If any of the information below is incorrect or out of date, please contact us.

Gmail

If you’re using a Gmail email address (an address which ends with “@gmail.com”), then set it up as follows:-

  1. SMTP Server: smtp.gmail.com
  2. Username: yourgmailusername@gmail.com
  3. Password: your Gmail password
  4. Security: SSL
  5. Port: 465

Next, to avoid getting a “Bad login or password” error, you need to change some settings within Gmail itself, as follows:-

  1. Open your web browser, go to Gmail.com and log into your Gmail account
  2. Click here to access the settings page, then turn on “Allow less secure apps”
  3. After that, you should be able to email invoices, etc. from Cashbook

G Suite (Google Apps)

If you’re using Google’s paid “G Suite” service (which integrates your own domain name with Gmail), then set it up as follows:-

  • SMTP Server: smtp.gmail.com
  • Username: you@yourdomain.com
  • Password: your G Suite password
  • Security: SSL
  • Port: 465

Next, to avoid getting a “Bad login or password” error, you need to change some settings within G Suite itself, as follows:-

  1. Open your web browser, go to G Suite and log into your “G Suite” account
  2. Click here to access the settings page (or click Security, Basic Settings, Go to settings for less secure apps). Select “Enforce access to less secure apps for all users” (the last one)
  3. After that, you should be able to email invoices, etc. from the Cashbook

Windows Live Hotmail

If you are using a Windows Live Hotmail email address, then set it up as follows:-

  • SMTP Server: smtp.live.com
  • Username: yourusername@hotmail.com or yourusername@live.com
  • Password: your password
  • Security: TLS
  • Port: 587

Microsoft Office 365

If you are using Microsoft Office 365 for your email service, then set it up as follows:-

  • SMTP Server: smtp.office365.com
  • Username: your email address
  • Password: your password
  • Security: TLS
  • Port: 587

AOL

If you are using a AOL email address, then set it up as follows:-

  • SMTP Server: smtp.aol.com
  • Username: yourusername@aol.com
  • Password: your password
  • Security: SSL
  • Port: 465

Yahoo

If you are using a Yahoo email address, then set it up as follows:-

  • SMTP Server: smtp.mail.yahoo.com (or plus.smtp.mail.yahoo.com)
  • Username: yourusername@yahoo.com
  • Password: your password
  • Security: SSL
  • Port: 465