You need to setup email configuration so that EQ can send emails (quotes, orders, purchase orders and all customer communication).
These instructions show you how to setup email in EQ to work with Gmail using their sign in method. (No server settings are required).
For more general email instructions see the article Email Configuration.
First time setup for sending via Gmail
Before you can follow the steps to setup and use Gmail through EQ you need to follow these steps on each PC that EQ will be used to send email:
- Start with EQ closed. Right-click your EQ icon and select Run as Administrator:
Windows may prompt you to continue by providing your Windows administrator password. This is not your EQ password and may need to be provided by your IT support.
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In EQ click System Config (main toolbar) > System > Email
- Click the button at the top right Register oAuth:
- Select Yes on the confirmation screen.
- You will see a confirmation of success message once it is registered.
You need to repeat these steps on every PC that EQ will be sending email via Gmail.
Setup EQ with 1 email account for all users (Global)
Gmail uses non-standard server settings. From EQ version 17.4 there is a Sign in with Google option for the best experience.
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Click: System Config (main toolbar) > System > Email
- Tick the Via GMAIL (oAuth 2.0) option
- Enter your Google address in the email address and user name boxes. You do not need any other server information:
- Click Update to save and close the settings, and then close and re-open EQ.
- Return to System Config > Email settings and click Send Test Email.
- The first time of using your Google account you will be prompted to follow the steps to sign in to Google and approve EQ for email sending. During the test your web browser will open and ask you to sign in with your Google account. Ensure you sign in with the Google account you want to authorise for email sending.
- Once you have signed in, your will see a success message in your web browser. Close your browser and return back to EQ to close the System Config screen.
Setup EQ with each user's email address (Per user)
In addition of setting 1 email address for all of your EQ emails (in the above section), you can also set an email address for each user. Emails sent by the users will then use their own email address as the “From” address (meaning replies will go back to them).
- Click the arrow by System Config > select Users
- Click the name of a user you want to setup, so that it becomes highlighted
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Click the Additional Info button on the right-hand side
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Click the Email/Text tab at the top
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Tick the box Use These User Settings.
This overrides any email settings you have in System Config.
- Enter your Gmail address in the Email Address box.
- Tick the box Via GMAIL (oAuth 2.0)
No other settings are required here. -
Click Update to save and close the window.
- Close EQ completely and re-open it so that your changes take effect.
Gmail SMTP server settings
Since 30th May 2022 you must enable 2-step authentication and follow these additional instructions to create an app password if using SMTP. It is recommended to use the Sign in with Google option (above) instead.
If you have EQ version 17.3 or older and are using SMTP with Gmail, these are the server settings:
Username | (your full email address) |
Outgoing mail (SMTP) | smtp.gmail.com |
Port | 587 |
Requires SLL Authentication | Tick (yes) |
Authentication Type | Plain |
From 30th September 2024, Google will remove the setting to enable "less secure apps" which use SMTP to send email. If you are still using EQ with SMTP server settings you will need to change your setup within EQ and use Gmail oAuth 2.0. This has been available since EQ version 17.4 and newer.
Further reading:
Gmail (Google Mail): Configure 2-step verification and create an app password