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How to configure OAuth for Office 365 and Gmail

  • Updated

BillQuick (version 2021 build 22.0.12.4 or later) now supports authentication via OAuth 2.0 for email services like Gmail and Office 365. OAuth 2.0 is a modern authentication protocol that allows you to connect to these services more securely. You should enable this feature if you are using Gmail or Office 365 as they no longer support basic SMTP authentication. 

You can configure the OAuth options company-wide in Global Settings and at the individual level in User Preferences. Here is how you can set it up in Global Settings:

BQ_OAuth_1.png

  1. Check the Use OAuth option to enable authentication for your emails. When you do so, BillQuick disables the basic SMTP authentication options and uses this method to authenticate with your email service instead.
  2. Select the email service (Office 365 or Gmail) from the Mail Service drop-down that you want BillQuick to authenticate with using OAuth.
  3. In the User Information section, make sure you enter a valid email address in the Email From field. Enter the other details in this section, if needed and click Save on the ribbon.
  4. Now click Connect. BillQuick launches a browser window and connects to the authentication server of the email service (say Gmail) that you selected in step 2.
    Note: If you see the Disconnect option here, it means you are already authenticated via OAuth and should be able to use the email service.

    BQ_OAuth_2.png
  5. Enter your email credentials to allow BillQuick to authenticate with the server. Make sure that you use the same email address that you entered in the Email From field (step 3).
  6. Make sure you grant any permissions requested by the email service.

    BQ_OAuth_3.png
  7. After you grant the permissions, you should see a message that the authorization was successful and should be able to use the email service.

Note: If you see a Google warning message after entering your credentials, it is genuine and is showing up because BQE Google OAuth Service is going through Google's verification process, which normally takes 4 to 6 weeks. You can proceed by clicking on Advanced and then Go to BQE Google OAuth Service (unsafe)  at the bottom.

BQE does not collect any data from you nor accesses your emails or any other information. Our app only uses the Gmail OAuth service for authentication so that you can send emails via your Gmail account.

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